WCM
Wedge Capital Management Portfolio holdings
AUM
$5.42B
1-Year Est. Return
33.84%
This Fund
S&P 500
1 Year Est. Return
+33.84%
AUM
$5.42B
AUM Growth
-$150M
(-2.7%)
Holding
562
Top Buys
| 1 | +$58.8M | |
| 2 | +$58.4M | |
| 3 | +$56.6M | |
| 4 |
Texas Instruments
TXN
|
+$51.3M |
| 5 |
Ford
F
|
+$34.8M |
Top Sells
| 1 | +$61.3M | |
| 2 | +$58.9M | |
| 3 | +$57.1M | |
| 4 |
Intuit
INTU
|
+$43.1M |
| 5 |
Wynn Resorts
WYNN
|
+$34.7M |
Sector Composition
| 1 | Technology | 29.65% |
| 2 | Financials | 14.68% |
| 3 | Consumer Discretionary | 14.35% |
| 4 | Healthcare | 12.82% |
| 5 | Industrials | 11.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Urban Outfitters
URBN
$6.35B
| $32M | 0.59% |
505,611
+78,285
|
|
||
52
Booking.com
BKNG
$152B
| $32M | 0.59% |
190,125
+18,000
|
|
||
53
Hartford Financial Services
HIG
$38.5B
| $32M | 0.59% |
236,456
-8,658
|
|
||
54
State Street
STT
$40.3B
| $31.8M | 0.59% |
251,146
-14,335
|
|
||
55
HCA Healthcare
HCA
$109B
| $31.5M | 0.58% |
66,540
-8,315
|
|
||
56
Johnson & Johnson
JNJ
$564B
| $31.4M | 0.58% |
128,573
-11,332
|
|
||
57
Zions Bancorporation
ZION
$9.23B
| $31.4M | 0.58% |
544,243
-32,392
|
|
||
58
General Motors
GM
$73.5B
| $31.2M | 0.58% |
418,849
+1,285
|
|
||
59
Walt Disney
DIS
$188B
| $31.2M | 0.58% |
323,292
+15,781
|
|
||
60
AerCap
AER
$24B
| $31M | 0.57% |
225,645
-8,559
|
|
||
61
Citigroup
C
$225B
| $30.9M | 0.57% |
272,754
-42,950
|
|
||
62
Goldman Sachs
GS
$273B
| $30.8M | 0.57% |
36,460
-1,241
|
|
||
63
Jackson Financial
JXN
$7.72B
| $30.8M | 0.57% |
291,691
-19,184
|
|
||
64
Regeneron Pharmaceuticals
REGN
$79.4B
| $30.7M | 0.57% |
39,712
-1,590
|
|
||
|
65
Ford
F
$51.6B
| $30.6M | 0.56% |
2,652,171
+2,640,676
|
|
||
66
Unum
UNM
$12.9B
| $30.6M | 0.56% |
418,832
-10,297
|
|
||
67
Tenet Healthcare
THC
$17.1B
| $30.4M | 0.56% |
160,975
-25,737
|
|
||
68
Jazz Pharmaceuticals
JAZZ
$12.5B
| $30.2M | 0.56% |
160,006
-28,872
|
|
||
69
Teleflex
TFX
$5.82B
| $30.1M | 0.56% |
251,717
-830
|
|
||
70
Altria Group
MO
$107B
| $30M | 0.55% |
455,056
-27,705
|
|
||
71
Invesco
IVZ
$11B
| $30M | 0.55% |
1,236,013
-29,852
|
|
||
72
Voya Financial
VOYA
$6.88B
| $30M | 0.55% |
439,235
-7,755
|
|
||
73
Gildan
GIL
$11.1B
| $29.9M | 0.55% |
537,794
-52,439
|
|
||
74
Bristol-Myers Squibb
BMY
$123B
| $29.9M | 0.55% |
492,985
-70,425
|
|
||
75
Franklin Resources
BEN
$14.2B
| $29.5M | 0.54% |
1,246,976
-60,297
|
|