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
451
$352K ﹤0.01%
4,742
452
$350K ﹤0.01%
16,880
453
$347K ﹤0.01%
1,764
454
$346K ﹤0.01%
4,890
-996
455
$338K ﹤0.01%
6,635
-410
456
$334K ﹤0.01%
6,177
-883
457
$333K ﹤0.01%
8,038
+842
458
$331K ﹤0.01%
+6,576
459
$330K ﹤0.01%
22,181
460
$322K ﹤0.01%
49,086
-10,232
461
$315K ﹤0.01%
8,197
462
$315K ﹤0.01%
11,238
-10,537
463
$307K ﹤0.01%
10,407
+1,210
464
$305K ﹤0.01%
+11,285
465
$304K ﹤0.01%
37,987
466
$303K ﹤0.01%
6,308
-2,125
467
$303K ﹤0.01%
12,866
-2,366
468
$300K ﹤0.01%
5,325
-1,574
469
$300K ﹤0.01%
1,527
+70
470
$298K ﹤0.01%
30,416
+18,639
471
$292K ﹤0.01%
442
+33
472
$292K ﹤0.01%
4,633
-1,806
473
$292K ﹤0.01%
8,996
-2,317
474
$292K ﹤0.01%
+16,610
475
$290K ﹤0.01%
7,586
-1,145
17 18
19
20 21