Episode

Managing a Portfolio Full of Winners 6/4/26

Podcast: Halftime Report
Published: Jun 4, 2026
Duration seconds: 2825
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/81522f08-7d30-47b5-89b3-85a4ceac5777/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=81522f08-7d30-47b5-89b3-85a4ceac5777&feed=qltQrd_8
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Markdown: /podcast/halftime-report-40380/managing-a-portfolio-full-of-winners-6-4-26.md

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Summary

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