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
1001
– –
-38,179
1002
– –
-38,810
1003
– –
-592
1004
– –
-10,613
1005
– –
-7,942
1006
– –
-25,700
1007
– –
-9,351
1008
– –
-51,870
1009
– –
-20,634
1010
– –
-20,332
1011
– –
-12,641
1012
– –
-32,723
1013
– –
-28,634
1014
– –
-38,197
1015
– –
-30,115
1016
– –
-8,261
1017
– –
-20,324
1018
– –
-9,754
1019
– –
-172,283
1020
– –
-270,105
1021
– –
-73,481
1022
– –
-16,125
1023
– –
-21,853
1024
– –
-15,521
1025
– –
-34,206
39 40
41
42 43