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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.77M 0.1%
235,238
+34,165
252
$5.69M 0.1%
53,216
-2,684
253
$5.68M 0.1%
80,048
-6,016
254
$5.62M 0.1%
524,088
-18,916
255
$5.59M 0.09%
86,846
-2,517
256
$5.58M 0.09%
372,844
-22,810
257
$5.57M 0.09%
219,719
+3,583
258
$5.53M 0.09%
194,004
+3,569
259
$5.52M 0.09%
304,795
+22,319
260
$5.51M 0.09%
49,047
+1,251
261
$5.24M 0.09%
44,217
-1,715
262
$5.24M 0.09%
122,536
-11,470
263
$5.18M 0.09%
163,294
+14,581
264
$5.11M 0.09%
221,369
-11,294
265
$5.07M 0.09%
56,166
+9,521
266
$4.97M 0.08%
132,260
-35,202
267
$4.94M 0.08%
555,349
+16,805
268
$4.92M 0.08%
185,207
-5,563
269
$4.82M 0.08%
1,443,194
-31,751
270
$4.81M 0.08%
133,921
-890
271
$4.68M 0.08%
225,224
-10,357
272
$4.64M 0.08%
188,217
+15,592
273
$4.23M 0.07%
131,728
-983
274
$4.17M 0.07%
+129,755
275
$4.14M 0.07%
107,746
-4,517
9 10
11
12 13