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
1026
– –
-39,550
1027
– –
-12,663
1028
– –
-71,127
1029
– –
-8,238
1030
– –
-59,225
1031
– –
-13,310
1032
– –
-4,899
1033
– –
-18,603
1034
– –
-88,002
1035
– –
-33,370
1036
– –
-10,027
1037
– –
-2,584
1038
– –
-38,644
1039
– –
-23,835
1040
– –
-43,669
1041
– –
-3,331
1042
– –
-4,332
1043
– –
-21,999
1044
– –
-18,406
1045
– –
-10,287
1046
– –
-28,155
1047
– –
-35,520
1048
– –
-7,016
1049
– –
-47,767
1050
– –
-2,295
40 41
42
43 44