WCM
Wedge Capital Management Portfolio holdings
AUM
$5.6B
1-Year Return
23.19%
This Quarter Return
+5.65%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$7.47B
AUM Growth
+$200M
(+2.8%)
Cap. Flow
-$68.1M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
13.76%
Holding
574
New
61
Increased
165
Reduced
197
Closed
43
Top Buys
| 1 |
Texas Instruments
TXN
|
+$76.1M |
| 2 |
Amphenol
APH
|
+$76M |
| 3 |
KLA
KLAC
|
+$71.9M |
| 4 |
Keysight
KEYS
|
+$70.6M |
| 5 |
Evercore
EVR
|
+$37.6M |
Top Sells
| 1 |
FirstEnergy
FE
|
+$81.6M |
| 2 |
Oracle
ORCL
|
+$62.2M |
| 3 |
Seagate
STX
|
+$50.9M |
| 4 |
CERN
Cerner Corp
CERN
|
+$50.7M |
| 5 |
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% |
