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
526
$295K ﹤0.01%
9,100
+1,325
527
$294K ﹤0.01%
11,675
+1,425
528
$294K ﹤0.01%
8,225
-100
529
$294K ﹤0.01%
13,925
+1,025
530
$293K ﹤0.01%
13,875
-1,900
531
$293K ﹤0.01%
22,692
+3,384
532
$291K ﹤0.01%
24,300
+1,200
533
$290K ﹤0.01%
4,979
-73,699
534
$289K ﹤0.01%
9,375
+800
535
$284K ﹤0.01%
16,813
+1,200
536
$282K ﹤0.01%
7,935
+300
537
$281K ﹤0.01%
56,400
+7,000
538
$280K ﹤0.01%
23,675
-2,925
539
$277K ﹤0.01%
8,232
540
$276K ﹤0.01%
30,100
541
$275K ﹤0.01%
1,470
542
$275K ﹤0.01%
+25,075
543
$273K ﹤0.01%
11,800
544
$271K ﹤0.01%
16,003
+5,019
545
$266K ﹤0.01%
10,675
-600
546
$263K ﹤0.01%
12,075
+1,925
547
$257K ﹤0.01%
9,800
548
$257K ﹤0.01%
5,111
-1,693
549
$256K ﹤0.01%
8,964
+1,425
550
$253K ﹤0.01%
10,450
-525
20 21
22
23 24