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
76
$1.81M 0.35%
+27,819
77
$1.8M 0.35%
73,373
+53,431
78
$1.79M 0.35%
59,857
+52,105
79
$1.78M 0.34%
+111,939
80
$1.75M 0.34%
+19,350
81
$1.74M 0.34%
+46,987
82
$1.73M 0.33%
+9,706
83
$1.72M 0.33%
15,712
+11,607
84
$1.72M 0.33%
19,448
+4,211
85
$1.72M 0.33%
+33,647
86
$1.72M 0.33%
+12,480
87
$1.72M 0.33%
+16,342
88
$1.69M 0.33%
79,080
-54,670
89
$1.66M 0.32%
11,902
-517
90
$1.65M 0.32%
+188,023
91
$1.64M 0.32%
+55,927
92
$1.64M 0.32%
+150,310
93
$1.63M 0.31%
+39,155
94
$1.61M 0.31%
16,475
-1,178
95
$1.6M 0.31%
+29,569
96
$1.59M 0.31%
36,768
-22,167
97
$1.58M 0.3%
+23,417
98
$1.56M 0.3%
+33,598
99
$1.56M 0.3%
+38,203
100
$1.55M 0.3%
+20,266
2 3
4
5 6