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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.93M 0.07%
123,051
-2,475
277
$5.45M 0.07%
111,679
-8,745
278
$5.13M 0.06%
119,244
-9,935
279
$5.02M 0.06%
128,849
-6,332
280
$5M 0.06%
103,925
-6,833
281
$4.97M 0.06%
14,489
+6,858
282
$4.72M 0.06%
194,058
-14,302
283
$4.67M 0.06%
293,449
-21,658
284
$4.6M 0.06%
96,885
-8,314
285
$4.57M 0.06%
174,272
-7,014
286
$4.49M 0.06%
800,916
-60,914
287
$4.38M 0.05%
62,065
-5,132
288
$4.38M 0.05%
175,974
-12,448
289
$4.31M 0.05%
143,856
+5,034
290
$4.12M 0.05%
+126,073
291
$3.79M 0.05%
44,670
-3,262
292
$2.88M 0.04%
57,403
-5,202
293
$2.73M 0.03%
18,880
+40
294
$2.71M 0.03%
33,835
-2,447
295
$2.3M 0.03%
72,939
-7,300
296
$2.18M 0.03%
101,171
-7,291
297
$2.18M 0.03%
172,878
-13,514
298
$1.91M 0.02%
11,440
299
$1.35M 0.02%
75,795
-191,382
300
$1.35M 0.02%
4,025
-18
10 11
12
13 14