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
301
$1.01M 0.01%
2,865
+648
302
$962K 0.01%
61,012
-9,472
303
$846K 0.01%
10,935
-88,641
304
$747K 0.01%
22,551
-4,081
305
$732K 0.01%
4,623
-96
306
$682K 0.01%
1,573
-152,343
307
$676K 0.01%
4,132
-143
308
$636K 0.01%
3,554
309
$597K 0.01%
2,756
310
$596K 0.01%
10,433
311
$582K 0.01%
2,482
-128,142
312
$581K 0.01%
3,480
+18
313
$574K 0.01%
5,050
-247,706
314
$549K 0.01%
1,726
-181
315
$545K 0.01%
10,587
+30
316
$533K 0.01%
+21,728
317
$528K 0.01%
+4,016
318
$521K 0.01%
1,450
+3
319
$520K 0.01%
11,687
-158
320
$491K 0.01%
11,079
+2,144
321
$489K 0.01%
733
+15
322
$487K 0.01%
4,380
-867
323
$484K 0.01%
4,039
-776
324
$480K 0.01%
8,064
325
$462K 0.01%
7,294
+123
11 12
13
14 15