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
501
$338K ﹤0.01%
3,750
+200
502
$338K ﹤0.01%
13,200
-200
503
$333K ﹤0.01%
31,500
504
$331K ﹤0.01%
19,200
505
$331K ﹤0.01%
9,450
+1,725
506
$329K ﹤0.01%
10,800
507
$328K ﹤0.01%
+7,325
508
$327K ﹤0.01%
2,850
509
$325K ﹤0.01%
19,300
510
$320K ﹤0.01%
10,900
511
$319K ﹤0.01%
30,400
512
$319K ﹤0.01%
17,025
-900
513
$316K ﹤0.01%
18,675
+4,150
514
$315K ﹤0.01%
30,500
515
$312K ﹤0.01%
+50,700
516
$310K ﹤0.01%
19,400
517
$309K ﹤0.01%
6,650
-100
518
$307K ﹤0.01%
10,500
-900
519
$302K ﹤0.01%
16,750
+5,475
520
$301K ﹤0.01%
65,525
+23,900
521
$298K ﹤0.01%
72,100
522
$296K ﹤0.01%
5,500
-100
523
$296K ﹤0.01%
33,300
524
$295K ﹤0.01%
29,050
+3,875
525
$295K ﹤0.01%
7,000
+2,225
19 20
21
22 23