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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.68M 0.11%
78,423
-413
252
$8.64M 0.11%
95,438
+6,179
253
$8.61M 0.11%
284,429
-149,129
254
$8.54M 0.11%
150,620
+18,618
255
$8.5M 0.11%
16,925
-5,681
256
$8.48M 0.11%
138,988
-11,382
257
$8.41M 0.1%
87,049
-5,770
258
$8.38M 0.1%
144,683
+14,286
259
$8.33M 0.1%
177,391
+30,631
260
$8.22M 0.1%
1,540,152
-94,814
261
$8.22M 0.1%
164,262
-10,653
262
$8.21M 0.1%
132,242
-3,614
263
$8.08M 0.1%
203,075
-14,298
264
$7.69M 0.1%
762,371
-56,137
265
$7.53M 0.09%
128,451
-543,660
266
$7.42M 0.09%
548,017
-42,891
267
$7.17M 0.09%
91,155
-10,704
268
$6.76M 0.08%
334,565
-23,559
269
$6.73M 0.08%
198,067
-14,095
270
$6.7M 0.08%
182,760
-16,520
271
$6.64M 0.08%
370,170
-20,372
272
$6.58M 0.08%
251,340
-19,218
273
$6.5M 0.08%
101,767
-5,291
274
$6.34M 0.08%
224,601
-17,093
275
$6.14M 0.08%
109,337
-8,650
9 10
11
12 13