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
376
$495K 0.01%
1,009
-16
377
$493K 0.01%
24,010
378
$491K 0.01%
39,533
379
$489K 0.01%
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380
$487K 0.01%
2,474
-90
381
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6,051
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382
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5,452
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383
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384
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8,973
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385
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90,491
386
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13,655
-1,295
387
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388
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22,038
389
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14,082
390
$443K 0.01%
4,075
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391
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8,324
-2,003
392
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393
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394
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17,165
395
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65,820
396
$428K 0.01%
142,280
397
$423K 0.01%
20,296
398
$418K 0.01%
21,498
-10,378
399
$416K 0.01%
942
+26
400
$413K 0.01%
29,251
14 15
16
17 18