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
PANW icon
501
Palo Alto Networks
PANW
$136B
$278K 0.01%
1,733
+366
BLK icon
502
Blackrock
BLK
$163B
$274K 0.01%
285
+35
INTU icon
503
Intuit
INTU
$109B
$267K ﹤0.01%
617
-90,421
GDDY icon
504
GoDaddy
GDDY
$11.4B
$261K ﹤0.01%
3,163
-2,221
DUK icon
505
Duke Energy
DUK
$99.6B
$256K ﹤0.01%
1,958
+161
CB icon
506
Chubb
CB
$129B
$253K ﹤0.01%
776
+76
LAMR icon
507
Lamar Advertising Co
LAMR
$13.7B
$251K ﹤0.01%
1,982
-1,778
SPGI icon
508
S&P Global
SPGI
$131B
$250K ﹤0.01%
587
+77
NOW icon
509
ServiceNow
NOW
$100B
$249K ﹤0.01%
+2,383
GLW icon
510
Corning
GLW
$141B
$238K ﹤0.01%
+1,751
TT icon
511
Trane Technologies
TT
$105B
$233K ﹤0.01%
+560
ADBE icon
512
Adobe
ADBE
$98.8B
$229K ﹤0.01%
943
+57
NOC icon
513
Northrop Grumman
NOC
$94.5B
$227K ﹤0.01%
+333
WBD icon
514
Warner Bros
WBD
$68.9B
$225K ﹤0.01%
+8,209
PLD icon
515
Prologis
PLD
$135B
$225K ﹤0.01%
+1,705
WDC icon
516
Western Digital
WDC
$126B
$225K ﹤0.01%
+833
APP icon
517
Applovin
APP
$161B
$225K ﹤0.01%
566
+75
COST icon
518
Costco
COST
$444B
$224K ﹤0.01%
+225
SNDK
519
Sandisk
SNDK
$136B
$220K ﹤0.01%
+347
CRWD icon
520
CrowdStrike
CRWD
$108B
$219K ﹤0.01%
+560
GD icon
521
General Dynamics
GD
$91.1B
$216K ﹤0.01%
+628
ADP icon
522
Automatic Data Processing
ADP
$80.7B
$215K ﹤0.01%
1,058
+224
CME icon
523
CME Group
CME
$104B
$208K ﹤0.01%
+704
MAR icon
524
Marriott International
MAR
$100B
$206K ﹤0.01%
+629
LHX icon
525
L3Harris
LHX
$65.4B
$202K ﹤0.01%
+586