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
326
$380K 0.01%
4,416
-105
327
$376K 0.01%
10,014
-745,892
328
$375K 0.01%
793
-14
329
$371K 0.01%
12,300
+237
330
$352K 0.01%
694
-22
331
$350K 0.01%
14,306
+2,133
332
$341K 0.01%
4,362
-83
333
$336K 0.01%
7,776
-345
334
$332K 0.01%
16,539
+475
335
$331K 0.01%
+6,388
336
$323K 0.01%
7,280
+230
337
$323K 0.01%
+3,426
338
$321K 0.01%
2,301
339
$314K 0.01%
5,331
-2,528
340
$309K 0.01%
2,199
+302
341
$308K 0.01%
1,178
+7
342
$304K 0.01%
7,607
+133
343
$302K 0.01%
1,321
-35
344
$301K 0.01%
11,397
+2,117
345
$300K 0.01%
1,302
-50
346
$298K 0.01%
3,077
-143
347
$296K 0.01%
7,057
+1,439
348
$288K ﹤0.01%
7,839
-832
349
$277K ﹤0.01%
5,451
+116
350
$275K ﹤0.01%
7,893
+1,025
12 13
14
15 16