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
401
$387K ﹤0.01%
15,594
-41,898
402
$384K ﹤0.01%
+20,120
403
$382K ﹤0.01%
+1,381
404
$382K ﹤0.01%
+41,474
405
$382K ﹤0.01%
37,541
-30,728
406
$378K ﹤0.01%
93,636
-82,309
407
$378K ﹤0.01%
13,578
-1,024,909
408
$374K ﹤0.01%
6,800
-3,693
409
$373K ﹤0.01%
1,717
-5
410
$368K ﹤0.01%
3,115
-291
411
$368K ﹤0.01%
13,811
-33,907
412
$363K ﹤0.01%
27,084
+279
413
$362K ﹤0.01%
1,939
-285
414
$360K ﹤0.01%
21,347
-17,430
415
$355K ﹤0.01%
2,498
-1,397
416
$351K ﹤0.01%
104,577
-90,857
417
$350K ﹤0.01%
41,086
-28,577
418
$350K ﹤0.01%
7,346
-3,109
419
$348K ﹤0.01%
15,921
-6,661
420
$347K ﹤0.01%
4,931
-3,740
421
$346K ﹤0.01%
4,938
-1,740
422
$343K ﹤0.01%
+5,434
423
$340K ﹤0.01%
3,803
-497,585
424
$339K ﹤0.01%
1,700
-64
425
$339K ﹤0.01%
+983
15 16
17
18 19