Managing a Portfolio Full of Winners 6/4/26 episode artwork

EPISODE · Jun 4, 2026 · 47 MIN

Managing a Portfolio Full of Winners 6/4/26

from Halftime Report · host CNBC

Scott Wapner and the Investment Committee debate whether you should stick with the  winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Jun 4, 2026

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Scott Wapner and the Investment Committee debate whether you should stick with the winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest. Investment Committee Disclosures

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Managing a Portfolio Full of Winners 6/4/26

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