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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$610K 0.01%
68,269
352
$605K 0.01%
63,762
353
$604K 0.01%
35,949
354
$600K 0.01%
5,017
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355
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94,220
356
$591K 0.01%
42,123
357
$578K 0.01%
+36,726
358
$576K 0.01%
5,983
359
$566K 0.01%
144,791
360
$565K 0.01%
6,020
-1
361
$555K 0.01%
129,772
362
$553K 0.01%
+3,023
363
$546K 0.01%
3,360
-311,670
364
$545K 0.01%
37,001
365
$541K 0.01%
21,775
366
$541K 0.01%
+28,665
367
$536K 0.01%
6,419
-996
368
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40,435
369
$520K 0.01%
65,945
370
$513K 0.01%
6,418
371
$512K 0.01%
11,067
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372
$506K 0.01%
45,218
373
$505K 0.01%
4,415
-2,354
374
$501K 0.01%
+47,333
375
$499K 0.01%
34,516
13 14
15
16 17