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
$5.16B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$55.6M
3
+$54.3M
4
CVLT icon
Commault Systems
CVLT
+$54.1M
5
DBX icon
Dropbox
DBX
+$53.9M

Top Sells

1
+$69.7M
2
+$65.4M
3
+$64M
4
PSN icon
Parsons
PSN
+$62.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$62.4M

Sector Composition

1 Technology 25.04%
2 Financials 16.2%
3 Consumer Discretionary 14.07%
4 Healthcare 13.95%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.86M 0.07%
122,611
-18,842
227
$3.72M 0.07%
7,466
+6,760
228
$3.69M 0.07%
17,650
-4,662
229
$3.69M 0.07%
16,370
+2,749
230
$3.65M 0.07%
137,701
-7,252
231
$3.64M 0.07%
270,603
-58,189
232
$3.63M 0.07%
39,667
-174
233
$3.62M 0.07%
91,359
-27,236
234
$3.61M 0.07%
118,851
-63,977
235
$3.6M 0.07%
71,801
-8,091
236
$3.59M 0.07%
9,871
+1,235
237
$3.56M 0.07%
71,555
+11,241
238
$3.47M 0.07%
31,993
-400
239
$3.47M 0.07%
100,379
+23,043
240
$3.46M 0.07%
19,402
-2,469
241
$3.44M 0.07%
103,826
+11,346
242
$3.44M 0.07%
17,685
-14,751
243
$3.42M 0.07%
42,665
-19,039
244
$3.36M 0.07%
39,087
-17,750
245
$3.32M 0.06%
51,691
-6,442
246
$3.3M 0.06%
159,008
-19,506
247
$3.25M 0.06%
174,900
-18,328
248
$3.19M 0.06%
14,482
-1,733
249
$3.16M 0.06%
57,590
+3,512
250
$3.12M 0.06%
170,404
-54,290
8 9
10
11 12