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
1026
– –
-29,225
1027
– –
-3,266
1028
– –
-7,510
1029
– –
-7,562
1030
– –
-2,938
1031
– –
-15,649
1032
– –
-28,550
1033
– –
-10,407
1034
– –
-36,065
1035
– –
-11,359
1036
– –
-15,115
1037
– –
-12,757
1038
– –
-3,093
1039
– –
-7,508
1040
– –
-70,140
1041
– –
-50,978
1042
– –
-33,260
1043
– –
-10,908
1044
– –
-18,689
1045
– –
-30,496
1046
– –
-219,226
1047
– –
-8,745
1048
– –
-40,414
1049
– –
-255,613
1050
– –
-17,994
40 41
42
43 44