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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$410K ﹤0.01%
54,864
+38,073
427
$406K ﹤0.01%
3,895
-355
428
$399K ﹤0.01%
17,313
-16,887
429
$399K ﹤0.01%
3,406
+69
430
$398K ﹤0.01%
8,895
-684
431
$393K ﹤0.01%
30,412
-4,797
432
$392K ﹤0.01%
1,040
-27
433
$388K ﹤0.01%
17,850
434
$385K ﹤0.01%
11,497
+1,231
435
$383K ﹤0.01%
8,750
-50
436
$382K ﹤0.01%
9,578
-3,009
437
$382K ﹤0.01%
15,898
-6,140
438
$381K ﹤0.01%
1,530
-6
439
$376K ﹤0.01%
21,498
440
$376K ﹤0.01%
2,224
+92
441
$376K ﹤0.01%
2,467
-75
442
$372K ﹤0.01%
7,582
-1,020
443
$372K ﹤0.01%
177,123
444
$370K ﹤0.01%
8,671
-371
445
$368K ﹤0.01%
37,595
-51,084
446
$367K ﹤0.01%
+11,340
447
$366K ﹤0.01%
1,722
-9
448
$365K ﹤0.01%
8,493
-4,290
449
$363K ﹤0.01%
15,210
450
$356K ﹤0.01%
13,984
-10,026
16 17
18
19 20