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
151
$1.07M 0.2%
+16,086
152
$1.06M 0.19%
13,050
-2,879
153
$1.05M 0.19%
84,630
+19,695
154
$1.05M 0.19%
17,842
+10,305
155
$1.04M 0.19%
+4,477
156
$1.04M 0.19%
+47,715
157
$1.03M 0.19%
+31,195
158
$1.03M 0.19%
+8,673
159
$1.02M 0.19%
+38,408
160
$1.02M 0.19%
61,861
+23,676
161
$1.01M 0.19%
28,386
+18,553
162
$1M 0.18%
12,663
+4,387
163
$1M 0.18%
+49,288
164
$1M 0.18%
+3,052
165
$995K 0.18%
+28,140
166
$993K 0.18%
+24,323
167
$987K 0.18%
8,375
+4,461
168
$983K 0.18%
18,726
+7,669
169
$970K 0.18%
5,989
+4,204
170
$961K 0.18%
+59,225
171
$961K 0.18%
+62,069
172
$955K 0.17%
184,194
+110,114
173
$951K 0.17%
80,421
+30,922
174
$949K 0.17%
+11,040
175
$935K 0.17%
+22,879
5 6
7
8 9