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
$5.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$62.5M
3
+$61.4M
4
GDDY icon
GoDaddy
GDDY
+$60.3M
5
LMT icon
Lockheed Martin
LMT
+$58.6M

Top Sells

1
+$62.7M
2
+$61.9M
3
+$61.9M
4
ADI icon
Analog Devices
ADI
+$61.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$44.3M

Sector Composition

1 Technology 23.87%
2 Financials 15.85%
3 Consumer Discretionary 15.78%
4 Healthcare 13.75%
5 Industrials 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.53M 0.06%
14,668
-4,798
252
$3.51M 0.06%
122,991
+30,921
253
$3.5M 0.06%
58,682
-3,279
254
$3.5M 0.06%
70,813
-3,586
255
$3.48M 0.06%
11,998
-4,835
256
$3.47M 0.06%
68,107
-14,264
257
$3.46M 0.06%
75,795
-20,366
258
$3.41M 0.06%
108,739
-40,182
259
$3.4M 0.06%
24,636
+1,459
260
$3.37M 0.06%
122,156
-50,174
261
$3.36M 0.06%
238,368
-52,594
262
$3.36M 0.06%
17,805
+99
263
$3.36M 0.06%
180,736
-2,003
264
$3.32M 0.06%
64,966
-14,317
265
$3.31M 0.06%
79,892
-2,129
266
$3.28M 0.06%
54,700
-11,341
267
$3.25M 0.06%
71,660
-16,478
268
$3.24M 0.06%
74,076
-14,042
269
$3.2M 0.06%
+44,489
270
$3.2M 0.06%
11,734
-1,182
271
$3.12M 0.05%
80,609
-35,668
272
$3.09M 0.05%
7,897
-156
273
$3.09M 0.05%
+25,162
274
$3.09M 0.05%
18,706
-3,881
275
$3.09M 0.05%
110,454
-10
9 10
11
12 13