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
351
$590K 0.01%
19,104
-15,599
352
$585K 0.01%
10,954
-9,487
353
$585K 0.01%
+46,437
354
$584K 0.01%
4,158
-1,234
355
$580K 0.01%
27,715
+16,210
356
$579K 0.01%
6,684
+266
357
$577K 0.01%
15,503
-14,044
358
$573K 0.01%
+28,267
359
$559K 0.01%
49,016
-47,190
360
$544K 0.01%
33,695
-30,067
361
$534K 0.01%
15,044
-45,010
362
$526K 0.01%
+54,481
363
$516K 0.01%
19,239
-16,710
364
$512K 0.01%
48,204
-46,016
365
$506K 0.01%
18,364
-21,162
366
$497K 0.01%
16,144
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367
$487K 0.01%
46,216
+15,800
368
$487K 0.01%
29,722
-15,496
369
$486K 0.01%
1,023
+14
370
$486K 0.01%
3,201
-680
371
$485K 0.01%
14,503
-11,842
372
$479K 0.01%
6,664
-3,832
373
$471K 0.01%
9,113
-157
374
$469K 0.01%
4,236
-1,813
375
$467K 0.01%
15,104
-28,512
13 14
15
16 17