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
$7.27B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$57.6M
3
+$54M
4
DOX icon
Amdocs
DOX
+$51.1M
5
LMT icon
Lockheed Martin
LMT
+$50M

Top Sells

1
+$45.5M
2
+$39.8M
3
+$39.7M
4
CDW icon
CDW
CDW
+$37.1M
5
TSN icon
Tyson Foods
TSN
+$36.7M

Sector Composition

1 Financials 19%
2 Technology 15.45%
3 Industrials 13.65%
4 Consumer Discretionary 11.19%
5 Healthcare 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.83M 0.05%
234,516
-113,274
252
$3.41M 0.05%
120,280
-52,027
253
$3.31M 0.05%
19,554
-726
254
$3.27M 0.05%
129,303
-5,947
255
$3.25M 0.04%
138,712
+7,745
256
$3.23M 0.04%
89,271
-38,019
257
$3.05M 0.04%
97,676
+7,019
258
$2.98M 0.04%
63,943
+4,243
259
$2.89M 0.04%
232,445
-7,226
260
$2.63M 0.04%
338,628
+21,579
261
$2.58M 0.04%
263,697
-15,251
262
$2.44M 0.03%
251,466
+65,669
263
$2.37M 0.03%
101,537
+70,584
264
$2.24M 0.03%
16,260
+280
265
$1.71M 0.02%
24,200
266
$1.7M 0.02%
104,752
-8,159
267
$1.54M 0.02%
147,431
-37,417
268
$1.47M 0.02%
98,563
-5,740
269
$1.46M 0.02%
+63,950
270
$1.43M 0.02%
+41,295
271
$1.43M 0.02%
97,966
+832
272
$1.39M 0.02%
+32,051
273
$1.27M 0.02%
94,220
-947
274
$1.25M 0.02%
65,700
-21,228
275
$1.2M 0.02%
47,905
-3,104
9 10
11
12 13