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
1
$3.24M 0.62%
+14,089
2
$3.23M 0.62%
+29,248
3
$3.23M 0.62%
+55,237
4
$3.23M 0.62%
110,460
-410
5
$3.23M 0.62%
+110,673
6
$3.23M 0.62%
78,022
+44,829
7
$3.22M 0.62%
149,167
+62,981
8
$3.22M 0.62%
+170,683
9
$3.22M 0.62%
36,169
+15,776
10
$3.22M 0.62%
102,969
+87,790
11
$3.21M 0.62%
39,566
+11,569
12
$3.2M 0.62%
344,000
+167,817
13
$3.16M 0.61%
36,643
+7,143
14
$3.13M 0.6%
33,820
+10,520
15
$3.09M 0.6%
22,641
+14,006
16
$3.09M 0.6%
44,912
+41,542
17
$3.03M 0.58%
+116,557
18
$3.02M 0.58%
130,357
+71,588
19
$3.01M 0.58%
512,160
+13,040
20
$2.99M 0.58%
+38,418
21
$2.95M 0.57%
+12,552
22
$2.94M 0.57%
+68,297
23
$2.93M 0.56%
+52,049
24
$2.87M 0.55%
33,091
+19,276
25
$2.87M 0.55%
33,852
+28,513
1
2 3 4 5