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
$5.16B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$55.6M
3
+$54.3M
4
CVLT icon
Commault Systems
CVLT
+$54.1M
5
DBX icon
Dropbox
DBX
+$53.9M

Top Sells

1
+$69.7M
2
+$65.4M
3
+$64M
4
PSN icon
Parsons
PSN
+$62.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$62.4M

Sector Composition

1 Technology 25.04%
2 Financials 16.2%
3 Consumer Discretionary 14.07%
4 Healthcare 13.95%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$777K 0.02%
26,884
-2,917
452
$772K 0.02%
8,436
+1,282
453
$769K 0.01%
15,275
+2,563
454
$769K 0.01%
26,556
+5,364
455
$760K 0.01%
26,797
+3,558
456
$745K 0.01%
15,206
+1,467
457
$743K 0.01%
24,129
+4,643
458
$737K 0.01%
16,968
+2,922
459
$720K 0.01%
12,999
+2,114
460
$715K 0.01%
56,612
+8,838
461
$705K 0.01%
4,138
+116
462
$703K 0.01%
4,732
-406
463
$687K 0.01%
20,029
+7,287
464
$674K 0.01%
7,678
+177
465
$666K 0.01%
4,015
-24
466
$642K 0.01%
2,479
-685
467
$622K 0.01%
1,698
+67
468
$610K 0.01%
738
+90
469
$600K 0.01%
4,743
+273
470
$576K 0.01%
+6,974
471
$553K 0.01%
36,666
+4,810
472
$483K 0.01%
2,890
-52
473
$446K 0.01%
1,663
+37
474
$438K 0.01%
10,488
-63
475
$410K 0.01%
3,091
-62
17 18
19
20 21