WCM

Wedge Capital Management Portfolio holdings

AUM $5.42B
1-Year Est. Return 33.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.42B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$58.4M
3
+$56.6M
4
TXN icon
Texas Instruments
TXN
+$51.3M
5
F icon
Ford
F
+$34.8M

Top Sells

1
+$61.3M
2
+$58.9M
3
+$57.1M
4
INTU icon
Intuit
INTU
+$43.1M
5
WYNN icon
Wynn Resorts
WYNN
+$34.7M

Sector Composition

1 Technology 29.65%
2 Financials 14.68%
3 Consumer Discretionary 14.35%
4 Healthcare 12.82%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLX icon
401
Helix Energy Solutions
HLX
$1.35B
$1.44M 0.03%
146,102
-19,081
AVO icon
402
Mission Produce
AVO
$1.01B
$1.44M 0.03%
104,833
+4,808
ROCK icon
403
Gibraltar Industries
ROCK
$1.17B
$1.43M 0.03%
35,862
+7,424
APEI icon
404
American Public Education
APEI
$1.12B
$1.42M 0.03%
24,904
-10,830
APOG icon
405
Apogee Enterprises
APOG
$777M
$1.41M 0.03%
41,948
+7,882
AMWD icon
406
American Woodmark
AMWD
$630M
$1.4M 0.03%
35,143
+11,459
TARS icon
407
Tarsus Pharmaceuticals
TARS
$2.86B
$1.38M 0.03%
+19,704
COLM icon
408
Columbia Sportswear
COLM
$3.18B
$1.34M 0.02%
24,532
-1,821
XOM icon
409
Exxon Mobil
XOM
$609B
$1.33M 0.02%
7,828
+754
TSLA icon
410
Tesla
TSLA
$1.5T
$1.32M 0.02%
3,551
+412
RES icon
411
RPC Inc
RES
$1.45B
$1.31M 0.02%
185,228
-465
TILE icon
412
Interface
TILE
$1.65B
$1.29M 0.02%
51,936
+2,471
FFBC icon
413
First Financial Bancorp
FFBC
$3.12B
$1.28M 0.02%
45,852
+338
FIHL icon
414
Fidelis Insurance
FIHL
$1.81B
$1.27M 0.02%
66,698
+691
FHI icon
415
Federated Hermes
FHI
$4.3B
$1.26M 0.02%
22,297
-2,726
WS icon
416
Worthington Steel
WS
$1.75B
$1.26M 0.02%
41,420
-2,299
DFIN icon
417
Donnelley Financial Solutions
DFIN
$1.5B
$1.23M 0.02%
26,159
-1,688
VCTR icon
418
Victory Capital Holdings
VCTR
$4.63B
$1.22M 0.02%
18,682
-2,595
NUS icon
419
Nu Skin
NUS
$388M
$1.21M 0.02%
166,573
+60,407
TRMK icon
420
Trustmark
TRMK
$2.67B
$1.16M 0.02%
27,500
-2,052
NNI icon
421
Nelnet
NNI
$5.02B
$1.15M 0.02%
8,927
+185
FRME icon
422
First Merchants
FRME
$2.61B
$1.14M 0.02%
29,323
+67
AMR icon
423
Alpha Metallurgical Resources
AMR
$2.45B
$1.13M 0.02%
5,482
+378
CASH icon
424
Pathward Financial
CASH
$2.16B
$1.12M 0.02%
12,594
-1,878
MCFT icon
425
MasterCraft Boat Holdings
MCFT
$381M
$1.11M 0.02%
54,307
-3,243
15 16
17
18 19