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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$71.3M 0.95%
5,784,711
+105,462
27
$70.6M 0.94%
+714,768
28
$70.6M 0.94%
223,706
+51,042
29
$68.7M 0.92%
179,289
+42,403
30
$67.1M 0.9%
296,853
+31,710
31
$66.6M 0.89%
140,174
-24,316
32
$66.2M 0.89%
798,023
+103,938
33
$64.2M 0.86%
2,086,236
+156,647
34
$62.8M 0.84%
1,765,277
-35,059
35
$61.3M 0.82%
2,036,006
-85,365
36
$57.7M 0.77%
160,855
-24,147
37
$57.4M 0.77%
472,998
-70,807
38
$54.3M 0.73%
379,943
+37,315
39
$53.8M 0.72%
1,923,703
-92,608
40
$53.8M 0.72%
1,040,389
+197,848
41
$53.2M 0.71%
356,260
-17,374
42
$52.7M 0.71%
796,847
-46,826
43
$51M 0.68%
1,283,740
-675,988
44
$48.3M 0.65%
765,848
+10,316
45
$47.4M 0.63%
571,446
+29,949
46
$46.7M 0.63%
48,005
+6,596
47
$46.6M 0.62%
2,096,833
-229,705
48
$46.5M 0.62%
1,409,239
+71,772
49
$46.2M 0.62%
591,595
-64,397
50
$42M 0.56%
1,183,298
+55,876
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