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
326
$460K 0.01%
6,910
+150
327
$459K 0.01%
809
-107,059
328
$457K 0.01%
9,074
+247
329
$454K 0.01%
6,069
+34
330
$452K 0.01%
+19,965
331
$441K 0.01%
3,136
-9
332
$439K 0.01%
1,590
333
$432K 0.01%
2,487
-130
334
$429K 0.01%
9,044
335
$412K 0.01%
1,620
+49
336
$395K ﹤0.01%
1,354
+35
337
$394K ﹤0.01%
+1,469
338
$374K ﹤0.01%
1,390
-184
339
$373K ﹤0.01%
3,132
+30
340
$371K ﹤0.01%
2,031
+15
341
$366K ﹤0.01%
4,770
+61
342
$359K ﹤0.01%
6,900
-1,150
343
$359K ﹤0.01%
6,979
+46
344
$351K ﹤0.01%
1,283
-5
345
$348K ﹤0.01%
3,392
-566
346
$341K ﹤0.01%
821
+165
347
$327K ﹤0.01%
4,605
-730
348
$325K ﹤0.01%
7,845
-46
349
$324K ﹤0.01%
5,343
+910
350
$313K ﹤0.01%
6,519
-127
12 13
14
15 16