WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Fund
S&P 500
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
1001
– –
-22,065
1002
– –
-6,464
1003
– –
-40,779
1004
– –
-49,288
1005
– –
-7,047
1006
– –
-10,051
1007
– –
-16,329
1008
– –
-24,867
1009
– –
-1,370
1010
– –
-22,358
1011
– –
-20,743
1012
– –
-15,446
1013
– –
-36,606
1014
– –
-26,696
1015
– –
-45,988
1016
– –
-21,728
1017
– –
-23,904
1018
– –
-20,748
1019
– –
-24,154
1020
– –
-35,858
1021
– –
-122,678
1022
– –
-12,671
1023
– –
-11,805
1024
– –
-2,655
1025
– –
-19,169
39 40
41
42 43