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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.67M 0.09%
148,554
-128
252
$7.63M 0.09%
83,222
-7,983
253
$7.59M 0.09%
36,463
+4,481
254
$7.54M 0.09%
127,304
-2,082
255
$7.52M 0.09%
62,807
-7,101
256
$7.43M 0.09%
91,061
-11,312
257
$7.29M 0.08%
154,779
-17,441
258
$7.27M 0.08%
205,536
-25,046
259
$7.23M 0.08%
312,517
-28,898
260
$7.21M 0.08%
55,514
-7,363
261
$7.12M 0.08%
141,287
+461
262
$7.08M 0.08%
70,635
-20,813
263
$7.05M 0.08%
132,592
-14,520
264
$6.93M 0.08%
88,081
+3,512
265
$6.77M 0.08%
26,063
-422
266
$6.72M 0.08%
321,372
-45,867
267
$6.19M 0.07%
192,338
-29,576
268
$6.07M 0.07%
160,229
-178,243
269
$5.89M 0.07%
122,667
+2,631
270
$5.74M 0.07%
97,734
-14,754
271
$5.5M 0.06%
407,622
-46,888
272
$5.44M 0.06%
137,336
+36,453
273
$5.09M 0.06%
158,230
-25,063
274
$4.34M 0.05%
85,524
-677
275
$4.05M 0.05%
197,526
-37,990
9 10
11
12 13