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
JPM icon
451
JPMorgan Chase
JPM
$831B
$827K 0.02%
2,813
+129
THFF icon
452
First Financial Corp
THFF
$803M
$822K 0.02%
13,014
-1,144
IBCP icon
453
Independent Bank Corp
IBCP
$716M
$820K 0.02%
24,613
-1,558
HBT icon
454
HBT Financial
HBT
$1.05B
$793K 0.01%
+29,682
PAL
455
Proficient Auto Logistics
PAL
$204M
$791K 0.01%
116,717
+7,897
LLY icon
456
Eli Lilly
LLY
$828B
$777K 0.01%
845
+110
FMNB icon
457
Farmers National Banc Corp
FMNB
$837M
$776K 0.01%
58,935
+1,162
ECPG icon
458
Encore Capital Group
ECPG
$1.73B
$775K 0.01%
11,047
-4,076
WRLD icon
459
World Acceptance Corp
WRLD
$698M
$752K 0.01%
5,570
+1,007
PG icon
460
Procter & Gamble
PG
$341B
$745K 0.01%
5,155
+768
METCB icon
461
Ramaco Resources Class B
METCB
$716M
$744K 0.01%
72,930
-4,361
CVX icon
462
Chevron
CVX
$366B
$735K 0.01%
3,552
+207
MA icon
463
Mastercard
MA
$465B
$731K 0.01%
1,463
+193
MU icon
464
Micron Technology
MU
$513B
$717K 0.01%
2,123
+57
OXM icon
465
Oxford Industries
OXM
$668M
$685K 0.01%
17,775
-1,004
NAVI icon
466
Navient
NAVI
$843M
$661K 0.01%
80,805
+18,147
MRK icon
467
Merck
MRK
$294B
$658K 0.01%
5,469
+497
CAT icon
468
Caterpillar
CAT
$370B
$641K 0.01%
905
+115
PLTR icon
469
Palantir
PLTR
$350B
$631K 0.01%
4,312
+498
BAC icon
470
Bank of America
BAC
$384B
$618K 0.01%
12,681
+1,461
BRO icon
471
Brown & Brown
BRO
$23B
$614K 0.01%
9,409
-5,423
FUN icon
472
Cedar Fair
FUN
$2.04B
$591K 0.01%
33,278
-2,176
SBAC icon
473
SBA Communications
SBAC
$23.7B
$588K 0.01%
3,416
-2,799
BLMN icon
474
Bloomin' Brands
BLMN
$574M
$530K 0.01%
98,197
-6,454
RTX icon
475
RTX Corp
RTX
$264B
$515K 0.01%
2,672
+337