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
326
$1.05M 0.01%
128,578
327
$1.05M 0.01%
15,917
328
$1.04M 0.01%
114,712
329
$1.03M 0.01%
16,888
-12,394
330
$1.03M 0.01%
47,718
-22,242
331
$1.02M 0.01%
+60,054
332
$1.02M 0.01%
20,441
333
$999K 0.01%
54,252
+4,833
334
$995K 0.01%
28,969
335
$984K 0.01%
51,813
+22,562
336
$981K 0.01%
43,580
-1,321
337
$980K 0.01%
15,002
338
$968K 0.01%
19,000
339
$882K 0.01%
41,867
+28,056
340
$869K 0.01%
78,883
341
$867K 0.01%
85,570
+1,728
342
$864K 0.01%
195,434
343
$860K 0.01%
35,949
344
$859K 0.01%
96,877
345
$854K 0.01%
44,198
346
$854K 0.01%
43,616
-25,862
347
$850K 0.01%
49,313
-25,743
348
$847K 0.01%
145,977
+55,486
349
$841K 0.01%
37,783
-27,917
350
$818K 0.01%
29,547
-20,050
12 13
14
15 16