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 | |
|---|---|---|---|---|---|---|
201
NVIDIA
NVDA
$4.44T
| $5.93M | 0.1% |
31,794
+142
|
|
||
202
Johnson Controls International
JCI
$85.9B
| $5.75M | 0.1% |
52,340
-1,066
|
|
||
203
UMB Financial
UMBF
$9.09B
| $5.7M | 0.1% |
48,198
-9,075
|
|
||
204
Apple
AAPL
$3.88T
| $5.67M | 0.1% |
22,286
|
|
||
205
CarMax
KMX
$5.93B
| $5.67M | 0.1% |
126,401
+23,769
|
|
||
206
Gen Digital
GEN
$13.4B
| $5.57M | 0.09% |
196,141
+30,462
|
|
||
207
Chesapeake Utilities
CPK
$3.22B
| $5.38M | 0.09% |
39,980
-395
|
|
||
208
Korn Ferry
KFY
$3.29B
| $5.27M | 0.09% |
75,298
+4,531
|
|
||
209
Lowe's Companies
LOW
$144B
| $5.1M | 0.09% |
20,310
+897
|
|
||
210
Target
TGT
$55.2B
| $5.04M | 0.09% |
56,211
-4,398
|
|
||
211
APA Corp
APA
$11B
| $4.99M | 0.08% |
205,487
-85,652
|
|
||
212
OneMain Financial
OMF
$6.44B
| $4.91M | 0.08% |
86,992
-16,593
|
|
||
213
Clorox
CLX
$14.1B
| $4.88M | 0.08% |
39,553
+5,660
|
|
||
214
SouthState Bank Corp
SSB
$9.66B
| $4.81M | 0.08% |
48,653
-6,228
|
|
||
215
Axalta
AXTA
$6.68B
| $4.77M | 0.08% |
166,639
+32,196
|
|
||
216
Nexstar Media Group
NXST
$7.41B
| $4.68M | 0.08% |
23,685
-6,066
|
|
||
217
Tyson Foods
TSN
$22.1B
| $4.66M | 0.08% |
85,731
+7,428
|
|
||
218
Portland General Electric
POR
$6.23B
| $4.64M | 0.08% |
105,359
+736
|
|
||
219
KBR
KBR
$5.15B
| $4.58M | 0.08% |
96,888
+19,872
|
|
||
220
PVH
PVH
$3.02B
| $4.58M | 0.08% |
54,684
+1,947
|
|
||
221
EnerSys
ENS
$6.14B
| $4.48M | 0.08% |
39,686
-7,763
|
|
||
222
J.M. Smucker
SJM
$12.1B
| $4.48M | 0.08% |
+41,218
|
|
||
223
NorthWestern Energy
NWE
$4.36B
| $4.43M | 0.08% |
75,584
-12,222
|
|
||
224
Open Text
OTEX
$6.32B
| $4.43M | 0.08% |
118,466
+20,336
|
|
||
225
Conagra Brands
CAG
$8.98B
| $4.42M | 0.07% |
241,511
+42,647
|
|