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
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.8M 0.13%
799,942
-708,787
227
$10.7M 0.13%
242,875
-8,781
228
$10.7M 0.13%
329,378
+8,840
229
$10.6M 0.13%
393,687
-86,374
230
$10.6M 0.13%
+89,588
231
$10.6M 0.13%
442,589
-89,543
232
$10.6M 0.13%
121,125
-21,472
233
$10.5M 0.12%
130,600
-1,992
234
$10.4M 0.12%
175,086
-113,359
235
$10.2M 0.12%
266,116
-46,882
236
$10.1M 0.12%
+875,674
237
$10M 0.12%
214,087
+8,551
238
$10M 0.12%
197,701
-11,731
239
$9.76M 0.12%
14,362
+1,690
240
$9.75M 0.12%
297,262
+13,925
241
$9.41M 0.11%
250,209
-34,442
242
$9.37M 0.11%
346,253
-71,155
243
$9.29M 0.11%
61,037
-1,770
244
$9.26M 0.11%
177,922
-4,915
245
$9.13M 0.11%
99,171
-3,029
246
$9.1M 0.11%
216,637
-42,080
247
$8.81M 0.1%
191,596
+183,558
248
$8.62M 0.1%
263,355
-47,560
249
$8.61M 0.1%
119,247
-24,584
250
$8.57M 0.1%
193,250
-28,350
8 9
10
11 12