WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.23M
3
+$3.23M
4
UNM icon
Unum
UNM
+$3.23M
5
FLR icon
Fluor
FLR
+$3.22M

Top Sells

1
+$3.45M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.42M

Sector Composition

1 Technology 18.01%
2 Consumer Discretionary 14.82%
3 Financials 13.62%
4 Industrials 12.07%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-6,041
952
– –
-16,316
953
– –
-13,515
954
– –
-5,845
955
– –
-17,248
956
– –
-10,233
957
– –
-34,674
958
– –
-4,452
959
– –
-8,821
960
– –
-6,974
961
– –
-1,858
962
– –
-13,375
963
– –
-14,382
964
– –
-3,464
965
– –
-10,017
966
– –
-10,869
967
– –
-38,071
968
– –
-8,431
969
– –
-20,491
970
– –
-22,550
971
– –
-757
972
– –
-15,977
973
– –
-43,785
974
– –
-39,886
975
– –
-66,620
37 38
39
40 41