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
251
$8.01M 0.08%
321,874
-3,500
252
$7.97M 0.08%
57,723
+332
253
$7.85M 0.08%
54,540
+5,680
254
$7.6M 0.08%
252,420
-1,013
255
$7.56M 0.08%
86,550
-23,325
256
$7.49M 0.08%
169,870
+22,025
257
$7.39M 0.08%
153,295
+19,227
258
$7.32M 0.08%
87,765
+1,875
259
$7.21M 0.08%
+138,925
260
$7.18M 0.08%
173,147
-2,025
261
$7.16M 0.08%
121,044
-5,540
262
$7.16M 0.08%
83,727
-2,305
263
$7.14M 0.08%
208,259
+65,747
264
$7.04M 0.07%
525,418
+8,400
265
$6.89M 0.07%
221,440
-28,600
266
$6.89M 0.07%
58,348
-7,081
267
$6.84M 0.07%
126,686
-12,150
268
$6.83M 0.07%
77,864
+925
269
$6.71M 0.07%
146,555
-17,150
270
$6.62M 0.07%
184,956
-2,086
271
$6.41M 0.07%
+163,740
272
$6.21M 0.07%
+106,450
273
$6.06M 0.06%
134,950
-3,400
274
$4.76M 0.05%
220,568
+5,950
275
$4.61M 0.05%
635,634
+7,425
9 10
11
12 13