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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$344K ﹤0.01%
11,780
+35
427
$342K ﹤0.01%
+11,482
428
$341K ﹤0.01%
28,286
+3,490
429
$337K ﹤0.01%
1,764
+60
430
$336K ﹤0.01%
59,318
431
$332K ﹤0.01%
18,627
-21
432
$330K ﹤0.01%
217,408
433
$327K ﹤0.01%
1,536
+456
434
$326K ﹤0.01%
+4,250
435
$321K ﹤0.01%
8,800
-100
436
$316K ﹤0.01%
2,132
+133
437
$314K ﹤0.01%
+5,886
438
$313K ﹤0.01%
3,437
+497
439
$312K ﹤0.01%
+15,216
440
$311K ﹤0.01%
7,060
-230
441
$310K ﹤0.01%
41,783
442
$309K ﹤0.01%
+12,587
443
$301K ﹤0.01%
9,137
444
$299K ﹤0.01%
2,542
-110
445
$298K ﹤0.01%
13,126
+1,676
446
$292K ﹤0.01%
4,742
447
$285K ﹤0.01%
1,731
-8
448
$281K ﹤0.01%
9,042
-1,484
449
$281K ﹤0.01%
7,045
450
$279K ﹤0.01%
+18,766
16 17
18
19 20