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
126
$1.34M 0.26%
+49,724
127
$1.32M 0.25%
10,958
+1,412
128
$1.3M 0.25%
52,745
+36,080
129
$1.29M 0.25%
+13,242
130
$1.29M 0.25%
+24,509
131
$1.29M 0.25%
+11,156
132
$1.29M 0.25%
6,867
+3,985
133
$1.28M 0.25%
+60,708
134
$1.28M 0.25%
92,047
+62,209
135
$1.27M 0.24%
+32,348
136
$1.27M 0.24%
133,252
+87,545
137
$1.26M 0.24%
+48,774
138
$1.26M 0.24%
+22,598
139
$1.25M 0.24%
+27,117
140
$1.25M 0.24%
+20,689
141
$1.25M 0.24%
+183,037
142
$1.24M 0.24%
+33,178
143
$1.24M 0.24%
38,259
-22,777
144
$1.23M 0.24%
+4,912
145
$1.23M 0.24%
40,221
-21,927
146
$1.23M 0.24%
+77,958
147
$1.22M 0.23%
40,014
-45,474
148
$1.21M 0.23%
+9,401
149
$1.2M 0.23%
+25,182
150
$1.2M 0.23%
+46,982
4 5
6
7 8