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
376
$466K 0.01%
3,887
-188
377
$465K 0.01%
22,487
-19,636
378
$455K 0.01%
1,838
-555
379
$446K 0.01%
43,352
-40,250
380
$443K 0.01%
7,868
-2,429
381
$443K 0.01%
6,020
-233
382
$432K 0.01%
79,103
-63,177
383
$432K 0.01%
8,674
-14,233
384
$428K 0.01%
+75,369
385
$428K 0.01%
13,976
-12,105
386
$422K 0.01%
25,433
-21,900
387
$421K 0.01%
23,799
-4,742
388
$414K ﹤0.01%
1,772
-1,009
389
$413K ﹤0.01%
905
-37
390
$412K ﹤0.01%
4,522
-1,927
391
$410K ﹤0.01%
17,918
+68
392
$410K ﹤0.01%
+45,401
393
$409K ﹤0.01%
23,980
-46,115
394
$406K ﹤0.01%
12,991
-5,482
395
$404K ﹤0.01%
+130,190
396
$402K ﹤0.01%
1,140
+100
397
$400K ﹤0.01%
+8,387
398
$397K ﹤0.01%
8,560
-190
399
$394K ﹤0.01%
14,510
-27,357
400
$390K ﹤0.01%
19,829
-23,430
14 15
16
17 18