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
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$83M
2 +$67.7M
3 +$67.3M
4
ZM icon
Zoom
ZM
+$63.4M
5
DDS icon
Dillards
DDS
+$38.5M

Top Sells

1 +$63.6M
2 +$40.1M
3 +$39.5M
4
STX icon
Seagate
STX
+$39.4M
5
FOX icon
Fox Class B
FOX
+$39.2M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMAT icon
501
Applied Materials
AMAT
$208B
$331K 0.01%
1,616
+44
EXR icon
502
Extra Space Storage
EXR
$27.9B
$321K 0.01%
2,277
-1,427
GEV icon
503
GE Vernova
GEV
$163B
$318K 0.01%
517
-25
MS icon
504
Morgan Stanley
MS
$269B
$316K 0.01%
1,987
-61
AXP icon
505
American Express
AXP
$249B
$315K 0.01%
947
-17
INTC icon
506
Intel
INTC
$206B
$311K 0.01%
+9,256
TJX icon
507
TJX Companies
TJX
$167B
$309K 0.01%
2,139
+1
BLK icon
508
Blackrock
BLK
$162B
$303K 0.01%
+260
ADBE icon
509
Adobe
ADBE
$135B
$297K 0.01%
842
+22
T icon
510
AT&T
T
$181B
$292K ﹤0.01%
10,347
SCHW icon
511
Charles Schwab
SCHW
$165B
$283K ﹤0.01%
2,967
-65
PANW icon
512
Palo Alto Networks
PANW
$133B
$270K ﹤0.01%
1,327
+55
HON icon
513
Honeywell
HON
$122B
$262K ﹤0.01%
1,244
-20
MDT icon
514
Medtronic
MDT
$132B
$259K ﹤0.01%
2,717
+20
SPGI icon
515
S&P Global
SPGI
$150B
$254K ﹤0.01%
522
-14
CMCSA icon
516
Comcast
CMCSA
$96.7B
$253K ﹤0.01%
8,039
+263
ADP icon
517
Automatic Data Processing
ADP
$104B
$240K ﹤0.01%
+817
ADI icon
518
Analog Devices
ADI
$132B
$238K ﹤0.01%
968
COP icon
519
ConocoPhillips
COP
$111B
$234K ﹤0.01%
2,469
-1
LMT icon
520
Lockheed Martin
LMT
$102B
$225K ﹤0.01%
450
-13
AMGN icon
521
Amgen
AMGN
$184B
$224K ﹤0.01%
795
DUK icon
522
Duke Energy
DUK
$93.1B
$208K ﹤0.01%
1,681
-87
CB icon
523
Chubb
CB
$115B
$207K ﹤0.01%
734
TT icon
524
Trane Technologies
TT
$90.5B
$203K ﹤0.01%
480
-13
F icon
525
Ford
F
$51.4B
$133K ﹤0.01%
11,109
+438