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
201
$13.5M 0.14%
468,579
-1,325
202
$13.5M 0.14%
1,065,206
+232,900
203
$13.5M 0.14%
268,695
-3,925
204
$13.4M 0.14%
282,865
-23,325
205
$13.3M 0.14%
520,360
-900
206
$13.1M 0.14%
100,075
+4,930
207
$13M 0.14%
260,675
-19,780
208
$12.8M 0.14%
232,955
+3,670
209
$12.4M 0.13%
15,433
-1,594
210
$12.2M 0.13%
527,470
-3,600
211
$12.1M 0.13%
233,673
-175
212
$11.8M 0.12%
450,055
+33,090
213
$11.5M 0.12%
357,500
+3,100
214
$11.2M 0.12%
162,414
-18,145
215
$11.2M 0.12%
+614,895
216
$11.1M 0.12%
113,042
-9,995
217
$11.1M 0.12%
234,499
+950
218
$10.8M 0.11%
446,513
-12,300
219
$10.8M 0.11%
615,140
+310,399
220
$10.6M 0.11%
816,711
-12,350
221
$10.6M 0.11%
318,160
+5,500
222
$10.6M 0.11%
512,303
+8,000
223
$10.6M 0.11%
224,145
+11,925
224
$10.3M 0.11%
355,706
-5,700
225
$10.1M 0.11%
310,703
-7,425
7 8
9
10 11