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
451
$281K ﹤0.01%
8,366
-6,850
452
$281K ﹤0.01%
6,042
-5,455
453
$280K ﹤0.01%
1,879
-932
454
$276K ﹤0.01%
+12,385
455
$276K ﹤0.01%
23,303
-14,292
456
$273K ﹤0.01%
5,183
-3,014
457
$273K ﹤0.01%
2,144
+22
458
$267K ﹤0.01%
7,808
-6,375
459
$267K ﹤0.01%
9,274
-3,592
460
$266K ﹤0.01%
10,771
-2,158
461
$264K ﹤0.01%
350
+30
462
$263K ﹤0.01%
11,962
-789
463
$261K ﹤0.01%
3,705
-1,620
464
$261K ﹤0.01%
2,699
-1,934
465
$259K ﹤0.01%
10,773
-6,107
466
$259K ﹤0.01%
7,141
-4,199
467
$257K ﹤0.01%
3,544
-3,095
468
$257K ﹤0.01%
3,306
-381,774
469
$256K ﹤0.01%
8,639
-6,571
470
$253K ﹤0.01%
8,692
-3,245
471
$251K ﹤0.01%
4,294
+333
472
$249K ﹤0.01%
4,779
-4,799
473
$248K ﹤0.01%
4,307
-3,279
474
$247K ﹤0.01%
+3,279
475
$245K ﹤0.01%
16,686
-3,758
17 18
19
20 21