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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$722K 0.01%
4,420
-95
302
$612K 0.01%
7,012
-122
303
$610K 0.01%
8,923
-1,892
304
$590K 0.01%
4,939
+20
305
$573K 0.01%
4,226
+111
306
$553K 0.01%
46,172
-2,973,112
307
$547K 0.01%
3,789
-27
308
$531K 0.01%
25,196
-89
309
$522K 0.01%
4,994
+141
310
$520K 0.01%
2,853
-2
311
$516K 0.01%
4,091
-196
312
$505K 0.01%
2,845
+16
313
$497K 0.01%
1,800
-43
314
$488K 0.01%
10,211
+1,891
315
$471K 0.01%
1,457
-61
316
$455K 0.01%
1,105
-229
317
$429K 0.01%
1,508
+25
318
$427K 0.01%
9,767
-54
319
$424K 0.01%
+6,853
320
$409K 0.01%
4,939
+660
321
$404K 0.01%
19,518
-6
322
$401K 0.01%
2,455
-100
323
$388K 0.01%
1,480
+194
324
$384K 0.01%
3,740
-35
325
$383K 0.01%
7,986
+1,232
11 12
13
14 15