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
1
$3.47M 0.64%
59,248
+48,104
2
$3.46M 0.63%
+113,412
3
$3.45M 0.63%
51,870
+47,827
4
$3.45M 0.63%
+60,553
5
$3.45M 0.63%
46,440
+30,311
6
$3.45M 0.63%
+63,902
7
$3.44M 0.63%
21,614
-3,104
8
$3.43M 0.63%
+58,797
9
$3.41M 0.62%
81,229
+34,247
10
$3.21M 0.59%
29,465
+27,246
11
$3.05M 0.56%
+102,417
12
$3.04M 0.56%
69,533
+59,301
13
$2.99M 0.55%
243,897
+197,003
14
$2.9M 0.53%
40,767
+14,957
15
$2.81M 0.51%
31,749
-6,918
16
$2.76M 0.51%
+18,544
17
$2.65M 0.48%
+9,955
18
$2.58M 0.47%
29,500
+10,879
19
$2.56M 0.47%
+110,870
20
$2.55M 0.47%
81,141
+69,592
21
$2.54M 0.46%
+38,467
22
$2.51M 0.46%
45,065
+22,175
23
$2.51M 0.46%
26,147
+1,850
24
$2.45M 0.45%
+27,997
25
$2.37M 0.43%
+31,505
1
2 3 4 5