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
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
EVRG icon
Evergy
EVRG
+$3.18M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.81M
4
MA icon
Mastercard
MA
+$2.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 17.92%
2 Financials 14.79%
3 Consumer Discretionary 14.76%
4 Industrials 10.53%
5 Real Estate 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.29%
+10,421
77
$1.58M 0.29%
+19,936
78
$1.58M 0.29%
+45,190
79
$1.57M 0.29%
25,350
+11,323
80
$1.54M 0.28%
97,451
+81,190
81
$1.54M 0.28%
3,954
+2,739
82
$1.54M 0.28%
+77,623
83
$1.54M 0.28%
16,670
+11,220
84
$1.54M 0.28%
+20,743
85
$1.5M 0.27%
17,653
-16,280
86
$1.48M 0.27%
+32,867
87
$1.47M 0.27%
61,036
+37,107
88
$1.46M 0.27%
+114,767
89
$1.42M 0.26%
27,632
+12,955
90
$1.42M 0.26%
17,220
+13,685
91
$1.41M 0.26%
13,894
+4,909
92
$1.4M 0.26%
111,513
-82,035
93
$1.39M 0.25%
14,162
-4,109
94
$1.37M 0.25%
43,785
+24,174
95
$1.37M 0.25%
+34,874
96
$1.36M 0.25%
+52,118
97
$1.36M 0.25%
+71,910
98
$1.32M 0.24%
+14,104
99
$1.32M 0.24%
10,472
-12,130
100
$1.3M 0.24%
135,324
+10,401
2 3
4
5 6