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
126
$25.5M 0.27%
666,275
-148,775
127
$25.4M 0.27%
793,240
-166,025
128
$25.3M 0.27%
602,962
-100,896
129
$25.2M 0.27%
778,361
+11,400
130
$25.2M 0.27%
212,197
-106,713
131
$25.1M 0.27%
+506,325
132
$25M 0.26%
144,082
-21,225
133
$24.9M 0.26%
1,252,513
-665,575
134
$24.8M 0.26%
586,081
-171,375
135
$24.6M 0.26%
+556,425
136
$24.4M 0.26%
815,050
+791,075
137
$24.4M 0.26%
558,979
-1,800
138
$24.3M 0.26%
520,950
-327,425
139
$24.3M 0.26%
651,455
-16,950
140
$24.2M 0.26%
736,031
+2,975
141
$23.6M 0.25%
+761,228
142
$23.4M 0.25%
240,613
-118,700
143
$22.9M 0.24%
210,684
-100,150
144
$22.3M 0.24%
+341,325
145
$21.3M 0.22%
725,650
-7,500
146
$20.9M 0.22%
493,655
-80,800
147
$20.4M 0.22%
+600,558
148
$20M 0.21%
+1,085,655
149
$19.7M 0.21%
460,550
+9,125
150
$19.6M 0.21%
600,970
+44,400
4 5
6
7 8