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
301
$1.07M 0.01%
13,053
302
$1.04M 0.01%
25,205
303
$1.04M 0.01%
49,597
-9,062
304
$1.03M 0.01%
20,930
-4,500
305
$1.03M 0.01%
90,932
306
$1.01M 0.01%
15,002
307
$1.01M 0.01%
92,563
+41
308
$999K 0.01%
141,640
309
$990K 0.01%
70,095
-2
310
$941K 0.01%
+114,712
311
$912K 0.01%
55,139
312
$898K 0.01%
75,056
313
$869K 0.01%
44,225
-1,140
314
$864K 0.01%
+15,917
315
$854K 0.01%
22,975
316
$851K 0.01%
51,082
317
$848K 0.01%
83,842
+73,301
318
$842K 0.01%
30,585
319
$840K 0.01%
116,300
320
$839K 0.01%
+28,969
321
$831K 0.01%
+44,198
322
$822K 0.01%
+54,255
323
$817K 0.01%
132,909
324
$815K 0.01%
128,578
325
$813K 0.01%
195,434
11 12
13
14 15