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
$5.6B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$61M
2 +$59.1M
3 +$58.1M
4
EA icon
Electronic Arts
EA
+$41.2M
5
UBER icon
Uber
UBER
+$39.3M

Top Sells

1 +$57.4M
2 +$56.4M
3 +$52.5M
4
HOLX icon
Hologic
HOLX
+$38.7M
5
EQH icon
Equitable Holdings
EQH
+$37.8M

Sector Composition

1 Technology 28.47%
2 Financials 15.87%
3 Consumer Discretionary 12.67%
4 Healthcare 12.64%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HBNC icon
451
Horizon Bancorp
HBNC
$887M
$818K 0.01%
+53,173
NAVI icon
452
Navient
NAVI
$1.22B
$812K 0.01%
57,611
+999
SBSI icon
453
Southside Bancshares
SBSI
$902M
$808K 0.01%
27,445
+889
UVSP icon
454
Univest Financial
UVSP
$928M
$806K 0.01%
26,837
+40
IBCP icon
455
Independent Bank Corp
IBCP
$694M
$803K 0.01%
24,768
+639
SEE icon
456
Sealed Air
SEE
$6.27B
$797K 0.01%
25,685
-1,199
MBWM icon
457
Mercantile Bank Corp
MBWM
$756M
$787K 0.01%
16,968
GSBC icon
458
Great Southern Bancorp
GSBC
$682M
$776K 0.01%
13,208
+209
JPM icon
459
JPMorgan Chase
JPM
$842B
$764K 0.01%
2,635
-1,657
ECPG icon
460
Encore Capital Group
ECPG
$1.18B
$755K 0.01%
19,504
-525
XOM icon
461
Exxon Mobil
XOM
$486B
$744K 0.01%
6,906
-318
EQT icon
462
EQT Corp
EQT
$37.3B
$744K 0.01%
12,764
-5,603
MA icon
463
Mastercard
MA
$490B
$724K 0.01%
1,289
+788
WMT icon
464
Walmart
WMT
$885B
$713K 0.01%
7,290
-388
WRLD icon
465
World Acceptance Corp
WRLD
$778M
$694K 0.01%
4,203
-540
PG icon
466
Procter & Gamble
PG
$336B
$637K 0.01%
3,996
-142
JNJ icon
467
Johnson & Johnson
JNJ
$493B
$626K 0.01%
4,096
+81
AVB icon
468
AvalonBay Communities
AVB
$25.3B
$616K 0.01%
3,027
-772
HD icon
469
Home Depot
HD
$352B
$602K 0.01%
1,642
-56
EXR icon
470
Extra Space Storage
EXR
$27.8B
$546K 0.01%
3,704
-1,028
BAC icon
471
Bank of America
BAC
$390B
$540K 0.01%
11,402
+914
PLTR icon
472
Palantir
PLTR
$412B
$515K 0.01%
3,776
-146
LLY icon
473
Eli Lilly
LLY
$950B
$507K 0.01%
651
-87
IBM icon
474
IBM
IBM
$286B
$474K 0.01%
1,609
-39
CRM icon
475
Salesforce
CRM
$223B
$455K 0.01%
1,668
+5