WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.45M 0.1%
149,915
+1,361
252
$8.42M 0.1%
80,888
-2,334
253
$8.41M 0.1%
22,601
+423
254
$8.39M 0.1%
56,028
+514
255
$8.23M 0.1%
91,482
+3,401
256
$8.12M 0.1%
103,078
-3,286
257
$8.1M 0.1%
310,815
-1,702
258
$8.1M 0.1%
158,125
+3,346
259
$8.07M 0.1%
127,533
+229
260
$8.07M 0.1%
141,506
+219
261
$8.06M 0.1%
90,767
-294
262
$8.05M 0.1%
82,942
+12,307
263
$8.04M 0.1%
265,408
-55,964
264
$8.04M 0.1%
59,765
-598,925
265
$8M 0.1%
152,548
-25,888
266
$7.96M 0.09%
28,041
+1,978
267
$7.89M 0.09%
131,755
-16,137
268
$7.85M 0.09%
35,627
-836
269
$7.75M 0.09%
120,849
-177,833
270
$7.35M 0.09%
127,913
-730,912
271
$7.28M 0.09%
157,618
-2,611
272
$6.84M 0.08%
144,870
+7,534
273
$6.63M 0.08%
331,848
-75,774
274
$6.59M 0.08%
130,853
+111,038
275
$6.5M 0.08%
159,520
-32,818
9 10
11
12 13