WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.57B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1 +$61.4M
2 +$58.6M
3 +$57.7M
4
KEYS icon
Keysight
KEYS
+$55.1M
5
GIL icon
Gildan
GIL
+$35.1M

Top Sells

1 +$65.8M
2 +$64.7M
3 +$54.8M
4
EA icon
Electronic Arts
EA
+$38.4M
5
NXT icon
Nextpower Inc
NXT
+$36.2M

Sector Composition

1 Technology 31.28%
2 Financials 15.68%
3 Consumer Discretionary 14.25%
4 Healthcare 12.96%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMR icon
426
Alpha Metallurgical Resources
AMR
$2.22B
$1.02M 0.02%
5,104
+303
PBF icon
427
PBF Energy
PBF
$4.77B
$1.01M 0.02%
37,400
+720
RES icon
428
RPC Inc
RES
$1.29B
$1.01M 0.02%
185,693
+12,396
ARDT
429
Ardent Health
ARDT
$1.34B
$996K 0.02%
112,743
-1,813
RARE icon
430
Ultragenyx Pharmaceutical
RARE
$2.09B
$973K 0.02%
42,302
-877
BY icon
431
Byline Bancorp
BY
$1.44B
$969K 0.02%
33,231
-140
OIS icon
432
Oil States International
OIS
$740M
$967K 0.02%
142,816
-17,869
PFBC icon
433
Preferred Bank
PFBC
$1.1B
$942K 0.02%
9,971
-87
V icon
434
Visa
V
$622B
$932K 0.02%
2,657
USFD icon
435
US Foods
USFD
$20.4B
$931K 0.02%
12,360
-2,177
NVST icon
436
Envista
NVST
$4.67B
$929K 0.02%
42,787
-683
METCB icon
437
Ramaco Resources Class B
METCB
$788M
$895K 0.02%
76,203
-69,549
PEBO icon
438
Peoples Bancorp
PEBO
$1.17B
$894K 0.02%
29,771
+488
UVSP icon
439
Univest Financial
UVSP
$958M
$879K 0.02%
26,844
-252
CFFN icon
440
Capitol Federal Financial
CFFN
$921M
$865K 0.02%
127,014
-11,241
JPM icon
441
JPMorgan Chase
JPM
$802B
$865K 0.02%
2,684
+49
MBWM icon
442
Mercantile Bank Corp
MBWM
$909M
$864K 0.02%
17,954
+256
SBSI icon
443
Southside Bancshares
SBSI
$939M
$859K 0.02%
28,278
+1,194
THFF icon
444
First Financial Corp
THFF
$767M
$855K 0.02%
14,158
+103
IBCP icon
445
Independent Bank Corp
IBCP
$729M
$851K 0.02%
26,171
+495
XOM icon
446
Exxon Mobil
XOM
$618B
$851K 0.02%
7,074
+168
HBNC icon
447
Horizon Bancorp
HBNC
$863M
$850K 0.02%
50,097
+1,193
WMT icon
448
Walmart Inc
WMT
$1.01T
$848K 0.02%
7,609
+319
GSBC icon
449
Great Southern Bancorp
GSBC
$697M
$825K 0.01%
13,409
-35
TDY icon
450
Teledyne Technologies
TDY
$31.5B
$825K 0.01%
1,616
-99