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
251
$5.65M 0.08%
191,045
+61,742
252
$5.6M 0.07%
120,036
-22,389
253
$5.58M 0.07%
823,597
-13,519
254
$5.57M 0.07%
230,582
+4,378
255
$5.16M 0.07%
1,749,439
+36,272
256
$4.81M 0.06%
221,914
+8,222
257
$4.59M 0.06%
112,488
-73,263
258
$4.57M 0.06%
367,239
-198,416
259
$4.23M 0.06%
183,293
+2,757
260
$3.79M 0.05%
201,516
-234
261
$3.57M 0.05%
240,891
+6,375
262
$3.51M 0.05%
454,510
+3,981
263
$3.21M 0.04%
428,255
+89,627
264
$2.92M 0.04%
235,516
+3,071
265
$2.89M 0.04%
121,147
+867
266
$2.82M 0.04%
86,201
-3,070
267
$2.77M 0.04%
100,883
+3,207
268
$2.69M 0.04%
65,212
+1,269
269
$2.58M 0.03%
16,420
+160
270
$2.44M 0.03%
137,914
-798
271
$2.36M 0.03%
87,075
-108,292
272
$2.29M 0.03%
67,394
-135,292
273
$2.1M 0.03%
242,646
-21,051
274
$2.05M 0.03%
60,300
-72,477
275
$2.02M 0.03%
51,611
+5,360
9 10
11
12 13