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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$73K ﹤0.01%
+15,142
402
$68K ﹤0.01%
13,767
403
$63K ﹤0.01%
31,203
404
– –
-3,828
405
– –
-5,004
406
– –
-310,414
407
– –
-11,641
408
– –
-226,698
409
– –
-1,043,645
410
– –
-449,336
411
– –
-206,581
412
– –
-264,476
413
– –
-15,175
414
– –
-217,263
415
– –
-1,179,796
416
– –
-5,145
417
– –
-128,314
418
– –
-232,691
419
– –
-436,113
420
– –
-105,458
421
– –
-463,882
422
– –
-2,320
423
– –
-7,614
424
– –
-461,799
425
– –
-10,097
14 15 16
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