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
101
$1.29M 0.24%
125,818
+81,321
102
$1.28M 0.23%
52,982
+38,514
103
$1.27M 0.23%
+58,769
104
$1.27M 0.23%
32,723
-9,953
105
$1.26M 0.23%
+28,149
106
$1.26M 0.23%
20,770
-640
107
$1.25M 0.23%
+19,169
108
$1.24M 0.23%
+16,745
109
$1.24M 0.23%
+5,983
110
$1.24M 0.23%
+6,041
111
$1.22M 0.22%
+10,639
112
$1.22M 0.22%
60,766
+30,332
113
$1.22M 0.22%
+48,018
114
$1.21M 0.22%
+43,714
115
$1.21M 0.22%
+25,627
116
$1.21M 0.22%
121,059
+92,236
117
$1.21M 0.22%
+7,134
118
$1.19M 0.22%
24,534
+5,386
119
$1.19M 0.22%
+270,105
120
$1.19M 0.22%
+33,193
121
$1.18M 0.22%
8,635
+1,577
122
$1.18M 0.22%
+51,782
123
$1.17M 0.21%
+75,227
124
$1.17M 0.21%
+33,605
125
$1.16M 0.21%
+27,377
3 4
5
6 7