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
301
$1.55M 0.02%
63,950
302
$1.51M 0.02%
168,464
303
$1.5M 0.02%
49,777
-5,362
304
$1.48M 0.02%
41,295
305
$1.47M 0.02%
13,053
306
$1.45M 0.02%
90,932
307
$1.43M 0.02%
+124,103
308
$1.41M 0.02%
341,700
+221,669
309
$1.38M 0.02%
5,065
310
$1.38M 0.02%
22,975
311
$1.34M 0.02%
+87,247
312
$1.31M 0.02%
44,054
-7,028
313
$1.3M 0.02%
24,890
+3,960
314
$1.28M 0.01%
27,730
-23,881
315
$1.2M 0.01%
74,874
+40,358
316
$1.19M 0.01%
57,492
317
$1.18M 0.01%
38,800
318
$1.16M 0.01%
21,633
+14,274
319
$1.14M 0.01%
63,566
+1,274
320
$1.1M 0.01%
37,588
-6,637
321
$1.08M 0.01%
38,172
322
$1.08M 0.01%
70,095
323
$1.07M 0.01%
+73,084
324
$1.07M 0.01%
22,907
-2,298
325
$1.06M 0.01%
37,001
11 12
13
14 15