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
151
$19.2M 0.2%
+526,115
152
$19.2M 0.2%
611,973
+17,350
153
$18.9M 0.2%
282,600
-61,300
154
$18.8M 0.2%
297,667
-47,000
155
$18.6M 0.2%
386,409
+109,335
156
$18.6M 0.2%
440,885
-61,725
157
$18M 0.19%
+1,213,750
158
$17.9M 0.19%
1,071,605
-12,725
159
$17.7M 0.19%
836,931
-19,558
160
$17.7M 0.19%
1,792,471
+404,293
161
$17.7M 0.19%
369,165
+1,700
162
$17.6M 0.19%
309,825
-45,200
163
$16.9M 0.18%
312,107
+2,900
164
$16.8M 0.18%
185,838
-2,475
165
$16.3M 0.17%
2,248,061
-10,025
166
$16.2M 0.17%
305,915
-1,475
167
$16M 0.17%
325,006
-175
168
$15.8M 0.17%
564,936
-10,670
169
$15.7M 0.17%
207,862
-46,400
170
$15.4M 0.16%
312,017
-54,275
171
$15.4M 0.16%
877,092
-175,265
172
$15.4M 0.16%
207,713
+2,850
173
$15.3M 0.16%
485,988
+78,385
174
$15.3M 0.16%
318,679
+32,575
175
$15.2M 0.16%
295,897
-576
5 6
7
8 9