WCM
Wedge Capital Management Portfolio holdings
AUM
$5.57B
1-Year Est. Return
27.78%
This Fund
S&P 500
1 Year Est. Return
+27.78%
AUM
$5.9B
AUM Growth
+$300M
(+5.4%)
Holding
551
Top Buys
| 1 | +$65.6M | |
| 2 | +$59.9M | |
| 3 | +$59.8M | |
| 4 |
InterDigital
IDCC
|
+$52.9M |
| 5 |
Voya Financial
VOYA
|
+$36.1M |
Top Sells
| 1 | +$63.6M | |
| 2 | +$40.1M | |
| 3 | +$39.2M | |
| 4 |
Wells Fargo
WFC
|
+$38.2M |
| 5 |
SNV
Synovus
SNV
|
+$36.4M |
Sector Composition
| 1 | Technology | 31.86% |
| 2 | Financials | 14.99% |
| 3 | Consumer Discretionary | 12.84% |
| 4 | Healthcare | 12.25% |
| 5 | Industrials | 10.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SLB Ltd
SLB
$71.6B
| $17.3M | 0.29% |
503,960
-56,289
|
|
||
102
Verizon
VZ
$213B
| $17.1M | 0.29% |
388,839
+22,157
|
|
||
103
DTE Energy
DTE
$30.8B
| $16.7M | 0.28% |
+118,242
|
|
||
104
Murphy Oil
MUR
$4.81B
| $16.7M | 0.28% |
588,283
-112,496
|
|
||
105
NRG Energy
NRG
$35.4B
| $16.7M | 0.28% |
103,108
+539
|
|
||
106
Mueller Industries
MLI
$12.9B
| $16.5M | 0.28% |
163,538
-430
|
|
||
107
T-Mobile US
TMUS
$240B
| $16.2M | 0.27% |
67,684
+1,377
|
|
||
108
Gates Industrial
GTES
$6.65B
| $16.2M | 0.27% |
652,568
+1,515
|
|
||
109
Halliburton
HAL
$28.8B
| $15.7M | 0.27% |
636,238
-21,562
|
|
||
110
UGI
UGI
$7.91B
| $15.2M | 0.26% |
455,717
+10,586
|
|
||
111
Ovintiv
OVV
$14.4B
| $15M | 0.25% |
372,137
-50,607
|
|
||
112
Occidental Petroleum
OXY
$52.2B
| $14.7M | 0.25% |
310,534
-14,059
|
|
||
113
Timken Company
TKR
$7.42B
| $14.5M | 0.25% |
192,739
+3,968
|
|
||
114
Dover
DOV
$29.8B
| $14.5M | 0.25% |
86,739
+494
|
|
||
115
Allison Transmission
ALSN
$10.7B
| $14.2M | 0.24% |
167,020
+27,816
|
|
||
116
Baker Hughes
BKR
$60.9B
| $14.2M | 0.24% |
290,637
-71,273
|
|
||
117
NOV
NOV
$7B
| $14.1M | 0.24% |
1,060,697
-12,547
|
|
||
|
CIVI
118
DELISTED
Civitas Resources
CIVI
| $13.6M | 0.23% |
418,916
-88,732
|
|
||
119
SM Energy
SM
$5.67B
| $13.2M | 0.22% |
530,025
-93,592
|
|
||
120
TotalEnergies
TTE
$166B
| $13.2M | 0.22% |
220,777
-5,681
|
|
||
121
Lear
LEA
$6.25B
| $13.1M | 0.22% |
130,218
+18
|
|
||
122
Chord Energy
CHRD
$6.36B
| $13.1M | 0.22% |
+131,747
|
|
||
123
Acuity Brands
AYI
$8.55B
| $12.9M | 0.22% |
37,601
-833
|
|
||
124
Cummins
CMI
$79B
| $12.9M | 0.22% |
30,558
-1,022
|
|
||
125
BP
BP
$98.8B
| $12.8M | 0.22% |
371,624
-93,645
|
|