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
551
$249K ﹤0.01%
12,075
+2,425
552
$249K ﹤0.01%
3,650
+100
553
$248K ﹤0.01%
29,800
+1,725
554
$246K ﹤0.01%
19,600
-3,223,397
555
$245K ﹤0.01%
15,025
-3,350
556
$245K ﹤0.01%
+14,525
557
$243K ﹤0.01%
+8,625
558
$243K ﹤0.01%
4,275
-100
559
$239K ﹤0.01%
9,025
-2,550
560
$237K ﹤0.01%
+6,900
561
$234K ﹤0.01%
45,750
+13,850
562
$230K ﹤0.01%
5,900
+200
563
$227K ﹤0.01%
22,950
+4,475
564
$227K ﹤0.01%
16,025
565
$225K ﹤0.01%
5,700
+1,077
566
$221K ﹤0.01%
17,125
+1,200
567
$217K ﹤0.01%
36,200
568
$216K ﹤0.01%
16,750
-11,031
569
$215K ﹤0.01%
820
570
$212K ﹤0.01%
4,275
-800
571
$210K ﹤0.01%
12,500
-2,825
572
$210K ﹤0.01%
29,350
+8,650
573
$204K ﹤0.01%
45,800
574
$191K ﹤0.01%
10,575
-1,000
575
$184K ﹤0.01%
14,825
-1,625
21 22
23
24 25