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
351
$308K ﹤0.01%
9,503
-654,878
352
$307K ﹤0.01%
4,609
-1,106
353
$306K ﹤0.01%
+7,435
354
$297K ﹤0.01%
4,709
-5
355
$287K ﹤0.01%
3,667
-30
356
$287K ﹤0.01%
16,148
-10,299
357
$277K ﹤0.01%
1,729
-13
358
$274K ﹤0.01%
2,657
-18
359
$270K ﹤0.01%
10,998
+1,971
360
$268K ﹤0.01%
14,447
361
$267K ﹤0.01%
1,280
-7
362
$263K ﹤0.01%
2,018
-7
363
$263K ﹤0.01%
2,541
364
$263K ﹤0.01%
6,041
-662
365
$261K ﹤0.01%
391
366
$259K ﹤0.01%
376
367
$259K ﹤0.01%
1,118
-45
368
$255K ﹤0.01%
10,359
-59
369
$250K ﹤0.01%
3,170
-608
370
$250K ﹤0.01%
+3,336
371
$249K ﹤0.01%
2,533
-67
372
$243K ﹤0.01%
8,981
373
$241K ﹤0.01%
371
+20
374
$240K ﹤0.01%
+8,588
375
$239K ﹤0.01%
+2,837
13 14
15
16 17