WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$335K ﹤0.01%
+11,130
427
$335K ﹤0.01%
+5,908
428
$331K ﹤0.01%
+14,581
429
$329K ﹤0.01%
2,481
+14
430
$325K ﹤0.01%
7,819
-4,244
431
$322K ﹤0.01%
6,292
-625,274
432
$319K ﹤0.01%
1,292
-238
433
$317K ﹤0.01%
2,865
-1,908
434
$316K ﹤0.01%
5,851
-5,387
435
$312K ﹤0.01%
+24,008
436
$311K ﹤0.01%
9,567
-7,746
437
$311K ﹤0.01%
8,450
-6,918
438
$311K ﹤0.01%
+7,953
439
$308K ﹤0.01%
1,668
+358
440
$307K ﹤0.01%
28,541
-25,906
441
$306K ﹤0.01%
2,210
-1,186
442
$304K ﹤0.01%
1,533
-168,468
443
$303K ﹤0.01%
31,957
-18,313
444
$302K ﹤0.01%
29,715
-25,149
445
$301K ﹤0.01%
14,192
-11,616
446
$294K ﹤0.01%
11,161
-9,135
447
$293K ﹤0.01%
4,646
-1,531
448
$291K ﹤0.01%
7,193
-1,702
449
$289K ﹤0.01%
1,793
+46
450
$286K ﹤0.01%
464
+22
16 17
18
19 20