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
$5.6B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$59.1M
3
+$58.1M
4
EA icon
Electronic Arts
EA
+$41.2M
5
UBER icon
Uber
UBER
+$39.3M

Top Sells

1
+$57.4M
2
+$56.4M
3
+$52.5M
4
HOLX icon
Hologic
HOLX
+$38.7M
5
EQH icon
Equitable Holdings
EQH
+$37.8M

Sector Composition

1 Technology 28.47%
2 Financials 15.87%
3 Consumer Discretionary 12.67%
4 Healthcare 12.64%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVNT icon
376
Avient
AVNT
$2.76B
$1.46M 0.03%
45,126
+33
HOMB icon
377
Home BancShares
HOMB
$5.5B
$1.45M 0.03%
51,076
-19,956
AVGO icon
378
Broadcom
AVGO
$1.8T
$1.45M 0.03%
5,266
+446
METCB icon
379
Ramaco Resources Class B
METCB
$772M
$1.45M 0.03%
179,493
+17,788
TDY icon
380
Teledyne Technologies
TDY
$23.3B
$1.44M 0.03%
2,808
-890
FBP icon
381
First Bancorp
FBP
$3.13B
$1.43M 0.03%
68,766
+36
AAP icon
382
Advance Auto Parts
AAP
$3.16B
$1.41M 0.03%
30,392
-3,247
ETD icon
383
Ethan Allen Interiors
ETD
$610M
$1.41M 0.03%
50,685
+10,499
GDDY icon
384
GoDaddy
GDDY
$17.3B
$1.41M 0.03%
7,830
-318,859
DFIN icon
385
Donnelley Financial Solutions
DFIN
$1.28B
$1.41M 0.03%
22,798
-2,296
ESGR
386
DELISTED
Enstar Group
ESGR
$1.39M 0.02%
4,141
-1,962
G icon
387
Genpact
G
$7.6B
$1.39M 0.02%
31,646
-8,800
DLX icon
388
Deluxe
DLX
$917M
$1.39M 0.02%
87,503
+20,664
ARDT
389
Ardent Health
ARDT
$1.27B
$1.38M 0.02%
+101,214
VIRT icon
390
Virtu Financial
VIRT
$2.91B
$1.36M 0.02%
30,340
-3,057
WTTR icon
391
Select Water Solutions
WTTR
$1.08B
$1.34M 0.02%
154,732
+47,396
ACIW icon
392
ACI Worldwide
ACIW
$4.79B
$1.33M 0.02%
28,981
+20
CMS icon
393
CMS Energy
CMS
$22.1B
$1.31M 0.02%
18,949
-5,341
RARE icon
394
Ultragenyx Pharmaceutical
RARE
$3.23B
$1.3M 0.02%
35,805
+110
PUMP icon
395
ProPetro Holding
PUMP
$1.01B
$1.28M 0.02%
214,849
+66,486
EHC icon
396
Encompass Health
EHC
$11.5B
$1.28M 0.02%
10,437
-47,460
VRNT
397
DELISTED
Verint Systems
VRNT
$1.27M 0.02%
64,714
+33
FHI icon
398
Federated Hermes
FHI
$3.89B
$1.26M 0.02%
28,404
+72
IOSP icon
399
Innospec
IOSP
$1.84B
$1.26M 0.02%
+14,952
GEF icon
400
Greif
GEF
$3.78B
$1.25M 0.02%
19,299
-6,857
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16
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