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
401
$645K 0.01%
48,600
-14,200
402
$640K 0.01%
158,700
+87,800
403
$640K 0.01%
32,400
+1,600
404
$638K 0.01%
27,085
405
$635K 0.01%
20,400
-4,600
406
$629K 0.01%
11,960
+2,850
407
$627K 0.01%
11,075
-1,525
408
$624K 0.01%
+16,100
409
$624K 0.01%
85,700
+17,300
410
$623K 0.01%
11,175
411
$622K 0.01%
36,600
-1,900
412
$620K 0.01%
28,025
+1,925
413
$620K 0.01%
+56,300
414
$612K 0.01%
46,800
415
$610K 0.01%
226,100
-30,900
416
$606K 0.01%
36,900
417
$599K 0.01%
9,500
418
$598K 0.01%
10,642
+3,150
419
$598K 0.01%
68,100
-24,764
420
$593K 0.01%
61,300
421
$592K 0.01%
51,100
+1,800
422
$591K 0.01%
69,400
423
$591K 0.01%
38,400
424
$585K 0.01%
15,750
-6,000
425
$585K 0.01%
25,100
-4,600
15 16
17
18 19