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
401
$192K ﹤0.01%
13,302
+56
402
$179K ﹤0.01%
21,181
+2,304
403
$178K ﹤0.01%
13,393
-1,776
404
$165K ﹤0.01%
13,755
+2,723
405
$144K ﹤0.01%
21,235
-2,345
406
$143K ﹤0.01%
29,813
+6,763
407
$139K ﹤0.01%
22,274
-181
408
$125K ﹤0.01%
35,124
+1,727
409
$124K ﹤0.01%
10,924
410
$120K ﹤0.01%
14,776
-1,026
411
$100K ﹤0.01%
+12,337
412
$84K ﹤0.01%
10,140
413
$82K ﹤0.01%
+10,172
414
– –
-132,772
415
– –
-5,050
416
– –
-105,756
417
– –
-273
418
– –
-2,604
419
– –
-2,047
420
– –
-293
421
– –
-9,312
422
– –
-379,614
423
– –
-509,635
424
– –
-146,996
425
– –
-597,008
14 15 16
17
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