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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.78M 0.02%
24,200
277
$1.77M 0.02%
203,600
-47,866
278
$1.71M 0.02%
104,212
+5,649
279
$1.7M 0.02%
104,752
280
$1.56M 0.02%
100,153
+36,418
281
$1.42M 0.02%
150,338
+56,118
282
$1.38M 0.02%
130,814
+120,776
283
$1.38M 0.02%
+107,266
284
$1.33M 0.02%
5,065
-135
285
$1.31M 0.02%
29,282
286
$1.3M 0.02%
98,453
+487
287
$1.27M 0.02%
69,960
288
$1.27M 0.02%
+113,533
289
$1.27M 0.02%
47,905
290
$1.27M 0.02%
168,464
291
$1.25M 0.02%
41,295
292
$1.25M 0.02%
32,051
293
$1.23M 0.02%
65,700
294
$1.23M 0.02%
+97,699
295
$1.21M 0.02%
57,648
296
$1.17M 0.02%
69,478
297
$1.15M 0.02%
38,240
298
$1.11M 0.01%
63,950
299
$1.09M 0.01%
38,800
+720
300
$1.09M 0.01%
62,292
-1,626
10 11
12
13 14