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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.85M 0.04%
215,591
-25,300
277
$3.77M 0.04%
104,912
-16,235
278
$3.37M 0.04%
333,832
-94,423
279
$2.97M 0.03%
119,537
-18,377
280
$2.96M 0.03%
55,161
-10,051
281
$2.58M 0.03%
78,047
-9,028
282
$2.57M 0.03%
59,013
+26,962
283
$2.56M 0.03%
103,476
-736
284
$2.48M 0.03%
113,845
+13,692
285
$2.28M 0.03%
14,020
-2,400
286
$2.15M 0.02%
177,416
-26,184
287
$2.15M 0.02%
53,099
-7,201
288
$2.14M 0.02%
128,730
-2,084
289
$2.12M 0.02%
24,200
290
$2.05M 0.02%
98,453
291
$2.03M 0.02%
141,640
292
$2.01M 0.02%
107,266
293
$1.9M 0.02%
285,923
+156,151
294
$1.88M 0.02%
156,391
+90,446
295
$1.85M 0.02%
71,041
-33,711
296
$1.8M 0.02%
57,648
297
$1.77M 0.02%
95,910
-1,789
298
$1.74M 0.02%
55,426
+35,368
299
$1.7M 0.02%
124,598
-118,048
300
$1.67M 0.02%
38,674
+29,537
10 11
12
13 14