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
326
$762K 0.01%
35,674
-27,892
327
$755K 0.01%
2,473
+146
328
$751K 0.01%
10,065
-8,935
329
$742K 0.01%
+109,882
330
$735K 0.01%
5,430
+240
331
$731K 0.01%
3,451
+26
332
$726K 0.01%
41,345
+1,301
333
$715K 0.01%
11,909
-9,724
334
$714K 0.01%
19,979
-17,609
335
$704K 0.01%
4,266
-1,406
336
$698K 0.01%
77,307
-208,616
337
$695K 0.01%
19,737
-17,264
338
$690K 0.01%
20,459
-29,318
339
$655K 0.01%
70,099
-8,619
340
$652K 0.01%
1,830
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341
$641K 0.01%
20,800
-16,983
342
$639K 0.01%
13,019
+4,922
343
$635K 0.01%
4,451
-1,420
344
$633K 0.01%
11,693
+626
345
$631K 0.01%
90,808
-55,169
346
$626K 0.01%
50,114
-46,763
347
$625K 0.01%
+43,501
348
$624K 0.01%
2,802
+156
349
$608K 0.01%
46,405
-32,478
350
$591K 0.01%
+1,105