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
326
$1.06M 0.01%
6,213
-510
327
$1.05M 0.01%
45,100
+2,400
328
$1.05M 0.01%
22,650
+6,425
329
$1.01M 0.01%
49,900
-12,900
330
$1M 0.01%
106,450
331
$1M 0.01%
14,525
+3,350
332
$997K 0.01%
14,475
+1,525
333
$991K 0.01%
25,800
+5,575
334
$987K 0.01%
46,822
-4
335
$987K 0.01%
123,800
+27,800
336
$986K 0.01%
75,800
-8,000
337
$979K 0.01%
23,725
+225
338
$974K 0.01%
78,900
-6,800
339
$953K 0.01%
40,100
+400
340
$951K 0.01%
58,732
+12,596
341
$949K 0.01%
33,300
342
$940K 0.01%
+38,600
343
$938K 0.01%
13,300
-700
344
$937K 0.01%
21,175
+4,075
345
$935K 0.01%
66,850
+4,100
346
$935K 0.01%
31,800
-8,100
347
$930K 0.01%
5,000
-100
348
$916K 0.01%
288,100
+31,200
349
$914K 0.01%
50,000
-6,400
350
$913K 0.01%
42,800
12 13
14
15 16