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
376
$233K ﹤0.01%
+3,505
377
$231K ﹤0.01%
13,950
378
$225K ﹤0.01%
+2,748
379
$224K ﹤0.01%
1,675
-6
380
$224K ﹤0.01%
6,767
-1,247
381
$221K ﹤0.01%
13,920
382
$221K ﹤0.01%
+5,186
383
$219K ﹤0.01%
17,426
-3,386
384
$218K ﹤0.01%
3,787
-456
385
$215K ﹤0.01%
+2,834
386
$214K ﹤0.01%
18,383
+3,182
387
$213K ﹤0.01%
+2,986
388
$213K ﹤0.01%
7,755
-1,109
389
$212K ﹤0.01%
4,609
-696
390
$210K ﹤0.01%
4,805
+27
391
$207K ﹤0.01%
1,263
-32
392
$206K ﹤0.01%
8,747
-144
393
$206K ﹤0.01%
+2,211
394
$205K ﹤0.01%
+3,091
395
$205K ﹤0.01%
+1,908
396
$204K ﹤0.01%
+2,388
397
$201K ﹤0.01%
+4,903
398
$201K ﹤0.01%
+3,092
399
$200K ﹤0.01%
+5,939
400
$193K ﹤0.01%
10,849
-1,415
14 15
16
17 18