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
201
$929K 0.18%
+17,736
202
$922K 0.18%
40,530
+17,491
203
$914K 0.18%
+12,564
204
$911K 0.18%
+50,853
205
$911K 0.18%
+51,765
206
$901K 0.17%
+24,268
207
$896K 0.17%
+102,488
208
$893K 0.17%
33,106
+12,081
209
$878K 0.17%
+15,670
210
$875K 0.17%
+19,445
211
$873K 0.17%
+42,074
212
$863K 0.17%
+14,993
213
$863K 0.17%
3,057
+1,828
214
$861K 0.17%
26,479
+15,590
215
$861K 0.17%
+2,819
216
$856K 0.16%
+15,192
217
$846K 0.16%
5,080
+1,272
218
$844K 0.16%
+13,667
219
$841K 0.16%
31,383
+20,897
220
$839K 0.16%
+13,586
221
$839K 0.16%
12,907
+1,020
222
$833K 0.16%
+9,621
223
$826K 0.16%
+2,809
224
$824K 0.16%
17,373
+11,803
225
$819K 0.16%
6,693
+1,348
7 8
9
10 11