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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.79M 0.12%
111,931
-8,987
227
$9.61M 0.12%
96,276
-7,555
228
$9.6M 0.12%
387,234
-31,616
229
$9.4M 0.12%
92,572
-5,313
230
$9.34M 0.12%
67,315
-5,328
231
$9.22M 0.11%
618,994
-54,800
232
$9.22M 0.11%
65,962
-5,343
233
$9.17M 0.11%
35,446
+1,116
234
$9.14M 0.11%
+322,312
235
$9.1M 0.11%
134,359
-857
236
$9.06M 0.11%
242,953
-19,713
237
$9.04M 0.11%
55,745
-939
238
$9.03M 0.11%
258,897
-39,789
239
$9M 0.11%
136,859
-9,686
240
$8.97M 0.11%
110,806
-8,304
241
$8.96M 0.11%
92,202
-9,616
242
$8.94M 0.11%
78,328
+4,422
243
$8.92M 0.11%
131,949
-4,373
244
$8.85M 0.11%
196,362
-15,815
245
$8.84M 0.11%
64,931
+4,441
246
$8.8M 0.11%
58,314
-4,503
247
$8.73M 0.11%
393,062
-27,591
248
$8.72M 0.11%
51,894
-2,117
249
$8.7M 0.11%
94,352
+11,492
250
$8.7M 0.11%
717,279
-48,387
8 9
10
11 12