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
126
$1.16M 0.21%
+20,084
127
$1.16M 0.21%
19,667
-2,098
128
$1.16M 0.21%
5,995
+4,741
129
$1.16M 0.21%
9,706
+7,712
130
$1.15M 0.21%
15,237
-1,280
131
$1.15M 0.21%
+8,314
132
$1.15M 0.21%
30,115
-39,001
133
$1.15M 0.21%
+27,548
134
$1.14M 0.21%
+7,848
135
$1.14M 0.21%
36,994
+28,804
136
$1.14M 0.21%
70,225
+6,823
137
$1.13M 0.21%
43,669
+17,324
138
$1.12M 0.21%
+9,222
139
$1.12M 0.2%
30,170
+26,472
140
$1.11M 0.2%
+13,815
141
$1.11M 0.2%
+17,158
142
$1.11M 0.2%
+23,450
143
$1.11M 0.2%
19,122
+10,273
144
$1.1M 0.2%
+28,155
145
$1.1M 0.2%
+110,677
146
$1.09M 0.2%
73,936
+63,343
147
$1.09M 0.2%
+19,413
148
$1.08M 0.2%
95,365
+70,909
149
$1.08M 0.2%
+15,701
150
$1.07M 0.2%
+40,890
4 5
6
7 8