WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.48M 0.08%
17,310
-13,199
277
$6.05M 0.07%
81,933
-3,591
278
$5.95M 0.07%
131,349
+8,682
279
$5.83M 0.07%
82,467
-15,267
280
$5.6M 0.07%
128,973
-29,257
281
$5.38M 0.06%
156,374
-41,152
282
$5.23M 0.06%
113,249
+35,202
283
$4.92M 0.06%
96,305
+43,206
284
$3.79M 0.05%
76,129
-208,012
285
$3.54M 0.04%
166,419
-49,172
286
$3.42M 0.04%
259,077
-74,755
287
$3.28M 0.04%
47,367
-7,794
288
$3.23M 0.04%
96,448
-23,089
289
$3.03M 0.04%
111,483
-2,362
290
$2.55M 0.03%
24,660
+460
291
$2.17M 0.03%
14,020
292
$2.11M 0.03%
145,055
-32,361
293
$1.74M 0.02%
31,006
-28,007
294
$1.59M 0.02%
5,390
+325
295
$1.47M 0.02%
22,419
+6,502
296
$1.45M 0.02%
68,477
-60,253
297
$1.26M 0.02%
53,303
-42,607
298
$1.22M 0.01%
83,823
-72,568
299
$1.2M 0.01%
58,974
-48,292
300
$1.19M 0.01%
33,430
-10,768
10 11
12
13 14