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
301
$1.16M 0.01%
144,805
-23,659
302
$1.16M 0.01%
38,228
-5,352
303
$1.15M 0.01%
47,848
-43,084
304
$1.14M 0.01%
57,725
-40,728
305
$1.14M 0.01%
20,950
-17,724
306
$1.11M 0.01%
342,093
+393
307
$1.11M 0.01%
31,169
-7,631
308
$1.1M 0.01%
31,682
-25,966
309
$1.07M 0.01%
+158,827
310
$1.07M 0.01%
22,276
-19,019
311
$1.05M 0.01%
44,884
-42,363
312
$1.02M 0.01%
+207,052
313
$1.01M 0.01%
28,793
-26,633
314
$991K 0.01%
32,892
-31,058
315
$991K 0.01%
89,409
+3,839
316
$967K 0.01%
100,945
-13,767
317
$943K 0.01%
12,269
-12,621
318
$938K 0.01%
39,846
-35,028
319
$925K 0.01%
6,079
+96
320
$907K 0.01%
86,847
+50,590
321
$880K 0.01%
+119,013
322
$837K 0.01%
68,248
-60,330
323
$827K 0.01%
23,850
-20,204
324
$796K 0.01%
27,678
-24,135
325
$786K 0.01%
+126,129
11 12
13
14 15