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
$7.27B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$57.6M
3
+$54M
4
DOX icon
Amdocs
DOX
+$51.1M
5
LMT icon
Lockheed Martin
LMT
+$50M

Top Sells

1
+$45.5M
2
+$39.8M
3
+$39.7M
4
CDW icon
CDW
CDW
+$37.1M
5
TSN icon
Tyson Foods
TSN
+$36.7M

Sector Composition

1 Financials 19%
2 Technology 15.45%
3 Industrials 13.65%
4 Consumer Discretionary 11.19%
5 Healthcare 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$286K ﹤0.01%
7,707
+1,078
427
$282K ﹤0.01%
2,940
+345
428
$282K ﹤0.01%
+6,633
429
$281K ﹤0.01%
8,900
-20
430
$279K ﹤0.01%
10,526
-513
431
$279K ﹤0.01%
34,243
-2,888
432
$277K ﹤0.01%
25,808
-35,565
433
$274K ﹤0.01%
+8,197
434
$269K ﹤0.01%
26,840
+4,084
435
$269K ﹤0.01%
+9,671
436
$267K ﹤0.01%
1,704
-44
437
$265K ﹤0.01%
32,769
438
$257K ﹤0.01%
7,359
-19,583
439
$255K ﹤0.01%
17,159
+4,443
440
$254K ﹤0.01%
9,100
+1,037
441
$252K ﹤0.01%
9,137
-9,633
442
$251K ﹤0.01%
1,739
-45
443
$251K ﹤0.01%
11,800
+275
444
$251K ﹤0.01%
7,045
-1,291
445
$249K ﹤0.01%
+5,990
446
$245K ﹤0.01%
4,881
-1,450
447
$242K ﹤0.01%
+2,652
448
$241K ﹤0.01%
2,088
-34
449
$241K ﹤0.01%
13,811
450
$235K ﹤0.01%
6,048
-145
16 17
18
19 20