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
151
$1.2M 0.23%
31,044
+8,058
152
$1.19M 0.23%
53,932
+38,435
153
$1.19M 0.23%
19,619
+12,148
154
$1.18M 0.23%
+25,510
155
$1.17M 0.22%
20,000
+333
156
$1.17M 0.22%
+50,026
157
$1.17M 0.22%
22,503
+14,098
158
$1.16M 0.22%
63,300
+48,374
159
$1.16M 0.22%
+19,850
160
$1.16M 0.22%
+7,544
161
$1.15M 0.22%
+52,185
162
$1.15M 0.22%
+30,561
163
$1.15M 0.22%
+22,873
164
$1.13M 0.22%
23,620
-9,247
165
$1.13M 0.22%
86,975
-138,691
166
$1.13M 0.22%
+46,795
167
$1.13M 0.22%
+28,986
168
$1.13M 0.22%
+131,520
169
$1.12M 0.22%
+9,125
170
$1.12M 0.22%
7,896
-1,810
171
$1.11M 0.21%
17,970
-9,662
172
$1.11M 0.21%
+70,922
173
$1.11M 0.21%
+28,984
174
$1.09M 0.21%
+10,011
175
$1.08M 0.21%
+20,430
5 6
7
8 9