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
351
$800K 0.01%
94,220
352
$796K 0.01%
63,762
353
$790K 0.01%
34,703
-19,552
354
$764K 0.01%
5,672
+19
355
$760K 0.01%
5,983
356
$749K 0.01%
3,425
357
$748K 0.01%
56,363
-36,200
358
$747K 0.01%
96,206
-48,585
359
$746K 0.01%
26,345
-21,560
360
$734K 0.01%
78,718
+13,074
361
$723K 0.01%
42,123
362
$722K 0.01%
5,190
-26
363
$721K 0.01%
5,871
-149
364
$719K 0.01%
19,815
-3,786
365
$701K 0.01%
39,526
-12,019
366
$701K 0.01%
5,392
-535,789
367
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26,081
368
$671K 0.01%
40,435
369
$669K 0.01%
28,801
+13,500
370
$652K 0.01%
1,826
371
$651K 0.01%
45,218
372
$650K 0.01%
47,333
373
$639K 0.01%
68,269
374
$631K 0.01%
188,936
+64,735
375
$631K 0.01%
43,259
+6,533
13 14
15
16 17