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
276
$4.27M 0.05%
135,368
+1,600
277
$4.26M 0.05%
218,573
+1,275
278
$4.18M 0.04%
78,299
-675
279
$3.51M 0.04%
127,584
-1,525
280
$3.48M 0.04%
179,025
-150
281
$2.19M 0.02%
75,704
-225,325
282
$2M 0.02%
91,600
+2,750
283
$1.87M 0.02%
514,890
+145,635
284
$1.7M 0.02%
48,093
-43,520
285
$1.67M 0.02%
102,550
+3,875
286
$1.57M 0.02%
78,461
-700
287
$1.57M 0.02%
114,150
-69,325
288
$1.47M 0.02%
54,000
-500
289
$1.45M 0.02%
125,900
+2,300
290
$1.44M 0.02%
71,900
+6,100
291
$1.4M 0.01%
72,400
-4,025
292
$1.37M 0.01%
130,341
+8,900
293
$1.35M 0.01%
234,800
-39,100
294
$1.35M 0.01%
37,075
+10,475
295
$1.33M 0.01%
76,600
296
$1.33M 0.01%
25,011
-700
297
$1.32M 0.01%
72,055
+24,825
298
$1.31M 0.01%
117,112
+30,600
299
$1.3M 0.01%
52,475
-3,600
300
$1.28M 0.01%
231,918
+28,625
10 11
12
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