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
$5.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$62.5M
3
+$61.4M
4
GDDY icon
GoDaddy
GDDY
+$60.3M
5
LMT icon
Lockheed Martin
LMT
+$58.6M

Top Sells

1
+$62.7M
2
+$61.9M
3
+$61.9M
4
ADI icon
Analog Devices
ADI
+$61.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$44.3M

Sector Composition

1 Technology 23.87%
2 Financials 15.85%
3 Consumer Discretionary 15.78%
4 Healthcare 13.75%
5 Industrials 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$662K 0.01%
39,675
-8,637
452
$655K 0.01%
4,039
+86
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$651K 0.01%
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454
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28,461
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455
$636K 0.01%
14,537
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456
$635K 0.01%
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-5
457
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458
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-2,712
459
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460
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461
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29,363
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462
$529K 0.01%
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463
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4,399
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464
$487K 0.01%
2,857
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465
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467
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2,550
468
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469
$419K 0.01%
678
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10,551
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471
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801
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$406K 0.01%
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473
$395K 0.01%
7,426
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474
$371K 0.01%
1,680
-91
475
$359K 0.01%
3,153
+89
17 18
19
20 21