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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.03M 0.09%
91,448
-582
227
$7M 0.09%
244,329
-264
228
$6.92M 0.09%
22,203
-2,110
229
$6.76M 0.09%
62,877
-3,611
230
$6.75M 0.09%
844,572
+12,092
231
$6.73M 0.09%
97,806
-15,319
232
$6.69M 0.09%
+166,015
233
$6.66M 0.09%
26,485
-23,768
234
$6.61M 0.09%
172,220
-7,849
235
$6.61M 0.09%
129,386
+12,021
236
$6.6M 0.09%
147,112
+2,208
237
$6.6M 0.09%
+148,682
238
$6.59M 0.09%
163,335
-1,833
239
$6.55M 0.09%
140,826
-12,961
240
$6.5M 0.09%
341,415
+24,642
241
$6.49M 0.09%
1,586,317
-114,795
242
$6.47M 0.09%
102,373
-11,435
243
$6.43M 0.09%
91,205
+2,100
244
$6.4M 0.09%
84,569
+14,996
245
$6.4M 0.09%
+706,002
246
$6.3M 0.08%
31,982
+12,428
247
$6.19M 0.08%
1,945,600
+31,231
248
$6.09M 0.08%
357,688
+183
249
$5.92M 0.08%
329,943
+7,860
250
$5.75M 0.08%
420,130
+5,007
8 9
10
11 12