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
351
$894K 0.01%
30,000
352
$882K 0.01%
16,750
+4,375
353
$877K 0.01%
48,800
+12,300
354
$877K 0.01%
49,350
-300
355
$877K 0.01%
31,275
-4,375
356
$876K 0.01%
70,500
+23,900
357
$865K 0.01%
13,600
+2,850
358
$864K 0.01%
+51,600
359
$844K 0.01%
40,100
+23,500
360
$841K 0.01%
18,726
-400
361
$826K 0.01%
18,325
+1,300
362
$825K 0.01%
23,550
+4,250
363
$795K 0.01%
26,300
+6,075
364
$792K 0.01%
64,700
-48,500
365
$785K 0.01%
19,000
+1,550
366
$769K 0.01%
13,900
+800
367
$768K 0.01%
13,500
+1,100
368
$755K 0.01%
35,700
-7,300
369
$751K 0.01%
63,666
370
$748K 0.01%
10,550
+2,950
371
$737K 0.01%
104,700
-12,900
372
$736K 0.01%
10,975
-1,300
373
$729K 0.01%
149,875
+36,125
374
$726K 0.01%
35,400
-3,000
375
$713K 0.01%
20,000
+2,125
13 14
15
16 17