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
201
$876K 0.16%
+39,407
202
$876K 0.16%
+20,974
203
$875K 0.16%
24,867
-38,373
204
$875K 0.16%
+61,988
205
$872K 0.16%
+39,212
206
$864K 0.16%
+55,131
207
$860K 0.16%
+9,652
208
$860K 0.16%
47,029
+17,877
209
$859K 0.16%
65,794
+22,600
210
$857K 0.16%
+27,570
211
$855K 0.16%
+22,828
212
$853K 0.16%
22,065
+11,177
213
$850K 0.16%
+74,896
214
$841K 0.15%
99,377
-70,748
215
$840K 0.15%
40,779
+11,466
216
$834K 0.15%
49,629
+35,287
217
$832K 0.15%
+10,149
218
$829K 0.15%
+172,283
219
$827K 0.15%
+34,605
220
$824K 0.15%
+114,114
221
$824K 0.15%
6,365
-3,723
222
$816K 0.15%
+7,452
223
$816K 0.15%
41,588
+15,934
224
$803K 0.15%
+46,176
225
$799K 0.15%
16,016
+2,499
7 8
9
10 11