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
101
$1.52M 0.29%
9,737
-11,877
102
$1.52M 0.29%
+88,380
103
$1.52M 0.29%
104,690
+93,185
104
$1.49M 0.29%
+131,191
105
$1.48M 0.29%
+69,955
106
$1.47M 0.28%
+8,278
107
$1.46M 0.28%
13,455
+8,857
108
$1.45M 0.28%
32,526
+4,377
109
$1.44M 0.28%
60,764
-7,549
110
$1.43M 0.28%
20,984
+16,600
111
$1.43M 0.28%
40,547
+14,620
112
$1.42M 0.27%
4,844
-954
113
$1.42M 0.27%
47,892
-65,520
114
$1.42M 0.27%
+37,261
115
$1.42M 0.27%
+134,741
116
$1.41M 0.27%
96,656
+85,857
117
$1.39M 0.27%
+20,138
118
$1.39M 0.27%
25,026
+20,885
119
$1.36M 0.26%
+59,475
120
$1.35M 0.26%
211,109
+133,859
121
$1.35M 0.26%
+8,301
122
$1.35M 0.26%
15,577
+12,731
123
$1.35M 0.26%
+28,758
124
$1.34M 0.26%
+41,193
125
$1.34M 0.26%
19,398
+13,948
3 4
5
6 7