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
451
$276K ﹤0.01%
7,736
+2,110
452
$275K ﹤0.01%
10,642
+1,542
453
$274K ﹤0.01%
22,181
454
$272K ﹤0.01%
4,559
-1,042,593
455
$271K ﹤0.01%
8,197
456
$270K ﹤0.01%
14,895
-6,004
457
$263K ﹤0.01%
+16,880
458
$262K ﹤0.01%
15,232
-1,927
459
$262K ﹤0.01%
1,830
-3,015
460
$261K ﹤0.01%
8,731
-940
461
$260K ﹤0.01%
15,210
462
$259K ﹤0.01%
20,831
463
$255K ﹤0.01%
409
-20
464
$250K ﹤0.01%
6,899
-808
465
$249K ﹤0.01%
23,544
-1,885
466
$246K ﹤0.01%
109,642
467
$246K ﹤0.01%
2,113
+25
468
$246K ﹤0.01%
11,313
+1,393
469
$242K ﹤0.01%
7,359
470
$241K ﹤0.01%
9,171
-437
471
$240K ﹤0.01%
+2,983
472
$238K ﹤0.01%
4,445
-2,268
473
$237K ﹤0.01%
21,118
-17,227
474
$237K ﹤0.01%
8,097
475
$236K ﹤0.01%
+10,403
17 18
19
20 21