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
426
$583K 0.01%
149,200
427
$582K 0.01%
29,175
-475
428
$580K 0.01%
22,550
+5,800
429
$575K 0.01%
14,525
-1,400
430
$573K 0.01%
22,225
+6,475
431
$573K 0.01%
60,100
+5,600
432
$571K 0.01%
48,500
+14,300
433
$569K 0.01%
48,800
434
$564K 0.01%
20,825
-3,000
435
$562K 0.01%
31,275
+4,475
436
$556K 0.01%
89,500
437
$551K 0.01%
8,675
+400
438
$551K 0.01%
25,600
439
$543K 0.01%
17,650
+1,400
440
$540K 0.01%
38,475
+7,000
441
$536K 0.01%
14,200
-858,179
442
$531K 0.01%
29,900
-13,600
443
$530K 0.01%
11,575
-1,525
444
$524K 0.01%
50,025
+8,700
445
$521K 0.01%
7,026
446
$520K 0.01%
39,600
+12,175
447
$519K 0.01%
50,400
-2,000
448
$514K 0.01%
+24,075
449
$508K 0.01%
13,400
+1,725
450
$502K 0.01%
+20,300
16 17
18
19 20