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
401
$398K 0.01%
34,200
-1,614
402
$397K 0.01%
7,196
-2,480
403
$396K 0.01%
7,194
+849
404
$396K 0.01%
15,241
405
$395K 0.01%
40,044
406
$394K 0.01%
+10,266
407
$393K 0.01%
8,433
+1,173
408
$392K 0.01%
12,783
-3,350
409
$386K 0.01%
39,880
410
$384K 0.01%
17,850
-101
411
$379K 0.01%
1,067
412
$369K ﹤0.01%
124,201
-2,473
413
$366K ﹤0.01%
8,672
+2,039
414
$365K ﹤0.01%
9,270
+127
415
$363K ﹤0.01%
8,602
+214
416
$363K ﹤0.01%
35,209
+3,516
417
$356K ﹤0.01%
+24,177
418
$355K ﹤0.01%
15,301
419
$354K ﹤0.01%
54,447
-45,046
420
$351K ﹤0.01%
+1,457
421
$350K ﹤0.01%
6,094
-838,501
422
$348K ﹤0.01%
+15,368
423
$347K ﹤0.01%
3,337
+185
424
$347K ﹤0.01%
177,123
425
$344K ﹤0.01%
25,808
15 16
17
18 19