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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.4M 0.86%
563,321
-151,447
27
$73.7M 0.85%
+608,939
28
$72.8M 0.84%
1,125,594
+1,121,035
29
$72.1M 0.84%
278,531
-92,359
30
$71.4M 0.83%
541,887
+536,870
31
$70.7M 0.82%
673,112
+15,054
32
$70.2M 0.81%
813,825
-411,933
33
$70.1M 0.81%
+1,485,050
34
$69.6M 0.81%
2,127,824
-678,396
35
$69.5M 0.8%
5,321,720
-253,760
36
$69.4M 0.8%
1,847,069
-188,937
37
$69.2M 0.8%
793,843
-4,180
38
$69M 0.8%
435,528
+55,585
39
$67.5M 0.78%
132,020
-41,976
40
$67.3M 0.78%
+1,868,595
41
$67.2M 0.78%
1,022,008
-18,381
42
$65.7M 0.76%
+1,057,504
43
$64.1M 0.74%
1,776,695
+774,458
44
$63.2M 0.73%
102,143
-38,031
45
$58.3M 0.68%
1,668,374
+259,135
46
$57.6M 0.67%
369,113
+54,307
47
$55M 0.64%
53,201
+5,196
48
$53M 0.61%
636,804
-160,043
49
$52.3M 0.61%
1,670,273
-253,430
50
$51.6M 0.6%
514,242
-77,353
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