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
1051
– –
-27,570
1052
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-6,833
1053
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-1,039
1054
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-14,661
1055
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-29,556
1056
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-4,073
1057
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-3,650
1058
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-66,746
1059
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-12,890
1060
– –
-15,701
1061
– –
-10,398
1062
– –
-4,768
1063
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-151,117
1064
– –
-82,256
1065
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-6,748
1066
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-103,932
1067
– –
-27,451
1068
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-11,944
1069
– –
-4,477
1070
– –
-19,150
1071
– –
-3,825
1072
– –
-19,936
1073
– –
-6,166
1074
– –
-23,450
1075
– –
-1,283
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