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
376
$629K 0.01%
3,881
+521
377
$622K 0.01%
2,646
+816
378
$619K 0.01%
83,602
379
$618K 0.01%
2,327
380
$610K 0.01%
142,280
381
$602K 0.01%
92,291
-40,618
382
$596K 0.01%
69,663
383
$594K 0.01%
50,270
384
$592K 0.01%
4,863
-20
385
$591K 0.01%
2,781
-242
386
$589K 0.01%
6,049
+471
387
$582K 0.01%
38,777
-22,572
388
$580K 0.01%
11,067
389
$579K 0.01%
4,855
+440
390
$579K 0.01%
2,474
391
$565K 0.01%
37,584
+21,070
392
$561K 0.01%
28,541
-124
393
$560K 0.01%
+2,393
394
$550K 0.01%
40,044
395
$541K 0.01%
6,418
396
$538K 0.01%
54,447
397
$505K 0.01%
1,009
398
$505K 0.01%
7,237
-1,087
399
$503K 0.01%
6,449
-745
400
$492K 0.01%
3,396
-41
14 15
16
17 18