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
301
$1.27M 0.01%
68,450
-23,950
302
$1.26M 0.01%
169,300
-21,600
303
$1.25M 0.01%
60,346
+5,400
304
$1.24M 0.01%
7,150
+500
305
$1.23M 0.01%
67,500
+15,800
306
$1.22M 0.01%
31,676
-1,100
307
$1.22M 0.01%
95,500
+2,500
308
$1.18M 0.01%
68,750
-9,000
309
$1.18M 0.01%
193,862
+24,700
310
$1.17M 0.01%
84,234
311
$1.17M 0.01%
24,959
+2,800
312
$1.17M 0.01%
161,700
313
$1.16M 0.01%
234,300
+7,500
314
$1.15M 0.01%
106,800
-1,200
315
$1.14M 0.01%
18,004
+3,150
316
$1.14M 0.01%
65,400
+2,500
317
$1.13M 0.01%
79,700
+58,300
318
$1.12M 0.01%
99,440
+28,000
319
$1.11M 0.01%
54,200
-4,800
320
$1.1M 0.01%
17,975
+4,175
321
$1.09M 0.01%
108,044
+13,028
322
$1.09M 0.01%
33,500
-5,700
323
$1.07M 0.01%
+10,050
324
$1.06M 0.01%
62,000
-100
325
$1.06M 0.01%
100,325
+11,800
11 12
13
14 15