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
176
$931K 0.17%
+14,088
177
$931K 0.17%
9,546
-1,206
178
$928K 0.17%
+20,491
179
$927K 0.17%
+21,051
180
$927K 0.17%
+12,707
181
$923K 0.17%
+18,766
182
$922K 0.17%
+18,753
183
$921K 0.17%
+28,530
184
$918K 0.17%
6,464
-6,810
185
$915K 0.17%
+15,704
186
$912K 0.17%
16,316
+6,484
187
$907K 0.17%
17,514
-30,183
188
$907K 0.17%
10,485
+5,133
189
$905K 0.17%
+88,002
190
$903K 0.17%
+17,513
191
$900K 0.16%
8,023
-12,677
192
$896K 0.16%
+29,905
193
$889K 0.16%
38,810
+9,347
194
$887K 0.16%
+97,897
195
$884K 0.16%
23,904
+7,678
196
$883K 0.16%
+22,044
197
$882K 0.16%
+17,859
198
$881K 0.16%
+3,628
199
$878K 0.16%
65,020
+18,720
200
$877K 0.16%
+18,863
6 7
8
9 10