WCM
Wedge Capital Management Portfolio holdings
AUM
$5.9B
1-Year Est. Return
25.04%
1 Year Est. Return
+25.04%
AUM
$5.6B
AUM Growth
+$440M
(+8.5%)
Holding
542
Top Buys
| 1 | +$61M | |
| 2 | +$59.1M | |
| 3 | +$58.1M | |
| 4 |
Electronic Arts
EA
|
+$41.2M |
| 5 |
Uber
UBER
|
+$39.3M |
Top Sells
| 1 | +$57.4M | |
| 2 | +$56.4M | |
| 3 | +$52.5M | |
| 4 |
Hologic
HOLX
|
+$38.7M |
| 5 |
Equitable Holdings
EQH
|
+$37.8M |
Sector Composition
| 1 | Technology | 28.47% |
| 2 | Financials | 15.87% |
| 3 | Consumer Discretionary | 12.67% |
| 4 | Healthcare | 12.64% |
| 5 | Industrials | 10.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Pfizer
PFE
$143B
| $31.1M | 0.55% |
1,282,259
+24,736
|
|
||
77
Altria Group
MO
$99B
| $31.1M | 0.55% |
530,066
+526,123
|
|
||
78
Post Holdings
POST
$5.23B
| $30.9M | 0.55% |
283,295
-6,235
|
|
||
79
AbbVie
ABBV
$400B
| $30.6M | 0.55% |
164,792
+5,666
|
|
||
80
Elevance Health
ELV
$72.8B
| $30.2M | 0.54% |
+77,703
|
|
||
81
Centene
CNC
$18.9B
| $30.2M | 0.54% |
556,335
+16,098
|
|
||
82
Philip Morris
PM
$242B
| $30.1M | 0.54% |
165,256
-53,679
|
|
||
83
Viatris
VTRS
$12.4B
| $30.1M | 0.54% |
+3,369,610
|
|
||
84
Bristol-Myers Squibb
BMY
$99.1B
| $28.4M | 0.51% |
614,100
+610,086
|
|
||
85
United Therapeutics
UTHR
$20.7B
| $27.5M | 0.49% |
95,844
-11,432
|
|
||
86
Carlisle Companies
CSL
$13.2B
| $22.3M | 0.4% |
59,640
-1,298
|
|
||
87
Southwest Gas
SWX
$5.94B
| $19.3M | 0.35% |
259,968
+95,894
|
|
||
88
SLB Ltd
SLB
$53.8B
| $18.9M | 0.34% |
560,249
+17,711
|
|
||
89
NRG Energy
NRG
$31.7B
| $16.5M | 0.29% |
102,569
-30,061
|
|
||
90
UGI
UGI
$8.38B
| $16.2M | 0.29% |
445,131
+58,905
|
|
||
91
Dominion Energy
D
$51.6B
| $16.2M | 0.29% |
286,253
+63,898
|
|
||
92
FirstEnergy
FE
$26.6B
| $16.1M | 0.29% |
400,696
+97,203
|
|
||
93
Ovintiv
OVV
$10.4B
| $16.1M | 0.29% |
422,744
+8,648
|
|
||
94
Evergy
EVRG
$17.4B
| $16M | 0.29% |
232,130
+40,777
|
|
||
95
Xcel Energy
XEL
$47.1B
| $15.9M | 0.28% |
233,989
+55,368
|
|
||
96
PPL Corp
PPL
$26.3B
| $15.9M | 0.28% |
468,655
+104,330
|
|
||
97
Verizon
VZ
$171B
| $15.9M | 0.28% |
366,682
+65,943
|
|
||
98
Dover
DOV
$25.3B
| $15.8M | 0.28% |
86,245
+608
|
|
||
99
T-Mobile US
TMUS
$232B
| $15.8M | 0.28% |
66,307
+15,541
|
|
||
100
Murphy Oil
MUR
$4.46B
| $15.8M | 0.28% |
700,779
+29,765
|
|