WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.46B
AUM Growth
-$859M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$89.9M
3
+$69.2M
4
MUR icon
Murphy Oil
MUR
+$51.2M
5
NVDA icon
NVIDIA
NVDA
+$43.8M

Top Sells

1
+$85.2M
2
+$66.8M
3
+$57.1M
4
CMCSA icon
Comcast
CMCSA
+$56.8M
5
HBI icon
Hanesbrands
HBI
+$55.2M

Sector Composition

1 Financials 20.67%
2 Consumer Discretionary 16.89%
3 Industrials 12.89%
4 Healthcare 10.26%
5 Technology 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.1M 0.11%
326,563
+1,400
227
$10.1M 0.11%
336,509
+8,825
228
$10.1M 0.11%
+397,244
229
$10.1M 0.11%
278,315
-6,325
230
$10M 0.11%
175,435
-1,025
231
$10M 0.11%
40,944
+5,915
232
$9.99M 0.11%
93,195
-400
233
$9.98M 0.11%
288,761
+1,800
234
$9.94M 0.11%
193,098
+30,677
235
$9.79M 0.1%
300,161
-4,050
236
$9.72M 0.1%
72,010
+15,135
237
$9.56M 0.1%
272,967
+471
238
$9.46M 0.1%
227,395
+20,640
239
$9.45M 0.1%
326,137
+54,075
240
$9.43M 0.1%
627,513
-5,425
241
$9.35M 0.1%
239,920
-106,515
242
$9.27M 0.1%
353,665
-6,575
243
$9.17M 0.1%
582,857
-2,250
244
$8.53M 0.09%
123,630
+26,430
245
$8.5M 0.09%
330,681
+119,339
246
$8.48M 0.09%
621,884
-398,702
247
$8.47M 0.09%
392,130
-4,065
248
$8.4M 0.09%
113,566
+13,760
249
$8.29M 0.09%
235,884
-2,700
250
$8.24M 0.09%
+593,428
8 9
10
11 12