WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
1
$164M 1.73%
2,558,075
-127,587
2
$163M 1.72%
3,399,045
+223,233
3
$153M 1.62%
1,229,505
-10,700
4
$152M 1.61%
2,879,767
+165,088
5
$152M 1.61%
3,202,528
-324,276
6
$150M 1.58%
9,421,138
+741,591
7
$140M 1.48%
4,300,631
+962,276
8
$126M 1.33%
590,939
-21,195
9
$125M 1.32%
4,257,994
+959,113
10
$123M 1.31%
1,012,684
+20,675
11
$123M 1.31%
2,023,511
+42,024
12
$122M 1.29%
4,732,566
-1,397,088
13
$117M 1.24%
2,935,208
+114,326
14
$117M 1.24%
2,380,258
+280,477
15
$111M 1.17%
1,900,712
+2,959
16
$108M 1.14%
4,445,934
+2,116,215
17
$106M 1.12%
+1,166,027
18
$105M 1.11%
1,466,140
-640,858
19
$105M 1.11%
2,269,117
-130,819
20
$101M 1.07%
11,899,520
+10,598,515
21
$100M 1.06%
3,711,165
+134,523
22
$97.4M 1.03%
4,701,252
+158,148
23
$95.5M 1.01%
5,051,343
+224,872
24
$94.1M 0.99%
3,747,762
-1,076,680
25
$90.9M 0.96%
3,692,641
+115,808
1
2 3 4 5