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
101
$30.6M 0.32%
+668,551
102
$30.4M 0.32%
+984,925
103
$30.1M 0.32%
444,240
-332,875
104
$29.6M 0.31%
+410,525
105
$29.3M 0.31%
+590,500
106
$29.1M 0.31%
573,216
-1,225
107
$28.8M 0.3%
+158,650
108
$28.5M 0.3%
1,101,437
+11,000
109
$27.8M 0.29%
269,255
-56,250
110
$27.3M 0.29%
737,486
+250
111
$27.2M 0.29%
+273,275
112
$27.1M 0.29%
593,000
-244,225
113
$27.1M 0.29%
520,780
-69,525
114
$27M 0.29%
734,408
-2,225
115
$26.7M 0.28%
340,116
-136,024
116
$26.4M 0.28%
364,460
-38,775
117
$26.4M 0.28%
241,734
-23,725
118
$26.1M 0.28%
428,621
-87,050
119
$25.7M 0.27%
816,750
-84,000
120
$25.7M 0.27%
1,977,488
-334,500
121
$25.7M 0.27%
336,931
-54,450
122
$25.6M 0.27%
573,201
-12,555
123
$25.6M 0.27%
608,362
-2,175
124
$25.5M 0.27%
538,745
-138,350
125
$25.5M 0.27%
2,828,455
-520,150
3 4
5
6 7