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
176
$1.07M 0.21%
+27,531
177
$1.07M 0.21%
+16,024
178
$1.06M 0.2%
50,444
+32,763
179
$1.05M 0.2%
+215,052
180
$1.05M 0.2%
+2,805
181
$1.05M 0.2%
+22,006
182
$1.03M 0.2%
19,707
+11,335
183
$1.01M 0.19%
+47,141
184
$1.01M 0.19%
+54,423
185
$1.01M 0.19%
51,511
+37,113
186
$1M 0.19%
+89,133
187
$991K 0.19%
23,602
+774
188
$978K 0.19%
27,768
+14,886
189
$975K 0.19%
+17,232
190
$970K 0.19%
+18,041
191
$967K 0.19%
6,398
-1,450
192
$962K 0.19%
+4,956
193
$961K 0.19%
+8,418
194
$954K 0.18%
+25,674
195
$954K 0.18%
+25,821
196
$950K 0.18%
28,338
+9,270
197
$944K 0.18%
+57,732
198
$939K 0.18%
36,939
+6,744
199
$934K 0.18%
39,418
+2,134
200
$930K 0.18%
+49,890
6 7
8
9 10