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
1076
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-45,746
1077
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1078
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-13,187
1079
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-23,263
1080
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-12,581
1081
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-1,062
1082
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-94,685
1083
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-28,864
1084
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-7,495
1085
– –
-14
1086
– –
-9,751
1087
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-175,036
1088
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-42,566
1089
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-47,868
1090
– –
-10,910
1091
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-7,137
1092
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-15,131
1093
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-7,789
1094
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-8,515
1095
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-53,442
1096
– –
-60,543
1097
– –
-19,256
1098
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-25,449
1099
– –
-973
1100
– –
-2,934
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