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
576
$177K ﹤0.01%
23,250
-1,425
577
$174K ﹤0.01%
15,750
-3,550
578
$158K ﹤0.01%
+10,275
579
$152K ﹤0.01%
62,250
+24,675
580
$152K ﹤0.01%
24,475
-4,875
581
$144K ﹤0.01%
22,475
+10,125
582
$131K ﹤0.01%
+11,625
583
$102K ﹤0.01%
2,315
+710
584
$99K ﹤0.01%
32,950
+10,575
585
$92K ﹤0.01%
+11,775
586
– –
-26,150
587
– –
-17,975
588
– –
-17,608
589
– –
-21,325
590
– –
-4,375
591
– –
-3,100
592
– –
-1,890,530
593
– –
-499,885
594
– –
-42,000
595
– –
-37,625
596
– –
-436,720
597
– –
-35,250
598
– –
-19,625
599
– –
-13,143
600
– –
-592,914
22 23
24
25 26