WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$4.67M
2
+$4.27M
3
+$3.61M
4
COP icon
ConocoPhillips
COP
+$3.45M
5
LNT icon
Alliant Energy
LNT
+$3.28M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.75M
4
META icon
Meta Platforms (Facebook)
META
+$2.75M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.72M

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
1026
– –
-74,809
1027
– –
-777
1028
– –
-31,057
1029
– –
-10,690
1030
– –
-26,697
1031
– –
-1,062
1032
– –
-94,685
1033
– –
-28,864
1034
– –
-7,495
1035
– –
-40,407
1036
– –
-14
1037
– –
-9,751
1038
– –
-5,203
1039
– –
-4,974
1040
– –
-11,540
1041
– –
-5,801
1042
– –
-14,264
1043
– –
-45,742
1044
– –
-17,321
1045
– –
-42,447
1046
– –
-15,131
1047
– –
-7,789
1048
– –
-8,515
1049
– –
-973
1050
– –
-2,934
40 41
42
43 44