WCM
Wedge Capital Management Portfolio holdings
AUM
$5.42B
1-Year Est. Return
33.84%
This Fund
S&P 500
1 Year Est. Return
+33.84%
AUM
$5.57B
AUM Growth
-$335M
(-5.7%)
Holding
550
Top Buys
| 1 | +$61.4M | |
| 2 | +$58.6M | |
| 3 | +$57.7M | |
| 4 |
Keysight
KEYS
|
+$55.1M |
| 5 |
Gildan
GIL
|
+$35.1M |
Top Sells
| 1 | +$65.8M | |
| 2 | +$64.7M | |
| 3 | +$54.8M | |
| 4 |
Electronic Arts
EA
|
+$38.4M |
| 5 |
Nextpower Inc
NXT
|
+$36.2M |
Sector Composition
| 1 | Technology | 31.28% |
| 2 | Financials | 15.68% |
| 3 | Consumer Discretionary | 14.25% |
| 4 | Healthcare | 12.96% |
| 5 | Industrials | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Wells Fargo
WFC
$247B
| $511K | 0.01% |
5,480
-88
|
|
||
477
Chevron
CVX
$374B
| $510K | 0.01% |
3,345
+174
|
|
||
478
IBM
IBM
$217B
| $504K | 0.01% |
1,700
+34
|
|
||
479
Lamar Advertising Co
LAMR
$13.5B
| $476K | 0.01% |
3,760
-837
|
|
||
480
Salesforce
CRM
$142B
| $471K | 0.01% |
1,778
+110
|
|
||
481
Caterpillar
CAT
$389B
| $453K | 0.01% |
790
-59
|
|
||
482
Abbott
ABT
$161B
| $438K | 0.01% |
3,498
+244
|
|
||
483
RTX Corp
RTX
$241B
| $428K | 0.01% |
2,335
-75
|
|
||
484
Applied Materials
AMAT
$321B
| $401K | 0.01% |
1,561
-55
|
|
||
485
Qualcomm
QCOM
$143B
| $370K | 0.01% |
2,161
+56
|
|
||
486
Atkore
ATKR
$2.43B
| $357K | 0.01% |
5,640
-1,424
|
|
||
487
TJX Companies
TJX
$175B
| $341K | 0.01% |
2,223
+84
|
|
||
488
EQT Corp
EQT
$36.8B
| $337K | 0.01% |
6,286
-1,945
|
|
||
489
Morgan Stanley
MS
$298B
| $332K | 0.01% |
1,870
-117
|
|
||
490
Applovin
APP
$153B
| $331K | 0.01% |
491
+9
|
|
||
491
American Express
AXP
$218B
| $330K | 0.01% |
891
-56
|
|
||
492
GE Vernova
GEV
$309B
| $322K | 0.01% |
492
-25
|
|
||
493
Adobe
ADBE
$96.6B
| $310K | 0.01% |
886
+44
|
|
||
494
AvalonBay Communities
AVB
$24.1B
| $310K | 0.01% |
1,709
-292
|
|
||
495
Extra Space Storage
EXR
$30.1B
| $302K | 0.01% |
2,321
+44
|
|
||
496
Charles Schwab
SCHW
$155B
| $281K | 0.01% |
2,813
-154
|
|
||
497
Medtronic
MDT
$108B
| $280K | 0.01% |
2,919
+202
|
|
||
498
Analog Devices
ADI
$197B
| $270K | ﹤0.01% |
994
+26
|
|
||
499
Blackrock
BLK
$164B
| $268K | ﹤0.01% |
250
-10
|
|
||
500
S&P Global
SPGI
$130B
| $267K | ﹤0.01% |
510
-12
|
|