WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$64.8M 0.77%
530,382
-69,793
27
$64.7M 0.77%
390,277
-151,610
28
$64.5M 0.77%
1,007,568
+998,556
29
$64.1M 0.76%
+2,020,135
30
$63.9M 0.76%
131,456
-564
31
$63.4M 0.76%
903,940
-221,654
32
$62.4M 0.74%
415,738
-19,790
33
$62.2M 0.74%
377,652
+8,539
34
$61.1M 0.73%
796,236
-261,268
35
$60.1M 0.72%
+123,868
36
$60.1M 0.72%
680,988
-320,656
37
$59.9M 0.71%
385,565
-399,955
38
$59.7M 0.71%
462,724
-146,215
39
$58.8M 0.7%
1,186,960
-457,433
40
$58.7M 0.7%
1,179,332
-461,714
41
$54.9M 0.65%
898,087
-781,586
42
$54.9M 0.65%
1,687,759
-661,769
43
$51.5M 0.61%
1,342,085
-434,610
44
$50.3M 0.6%
+248,171
45
$49.6M 0.59%
1,267,908
-579,161
46
$48.3M 0.58%
82,217
-55,324
47
$48.3M 0.57%
253,856
-11,973
48
$47.5M 0.57%
535,484
-408,217
49
$46.8M 0.56%
230,793
+42,069
50
$46.4M 0.55%
1,130,552
-537,822
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