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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.5M 0.82%
1,386,022
-141,340
27
$65.7M 0.81%
+581,702
28
$65.2M 0.81%
420,566
+47,470
29
$65M 0.8%
+1,726,374
30
$63.8M 0.79%
2,168,850
-1,041,490
31
$62.4M 0.77%
97,063
-28,523
32
$59.7M 0.74%
684,741
+681,666
33
$57.2M 0.71%
230,518
-51,447
34
$56.8M 0.7%
2,487,916
-326,941
35
$54.2M 0.67%
995,238
-19,705
36
$51.9M 0.64%
371,936
-186,271
37
$50.7M 0.63%
1,124,297
-360,065
38
$50.5M 0.63%
195,437
-3,657
39
$50.4M 0.62%
408,989
+72,731
40
$48M 0.59%
186,978
+23,178
41
$47.8M 0.59%
208,108
-3,938
42
$47.3M 0.59%
313,373
+51,745
43
$44M 0.54%
608,045
+140,027
44
$43.6M 0.54%
980,207
-56,614
45
$43.1M 0.53%
397,494
+92,450
46
$42.7M 0.53%
20,375
+2,300
47
$42.7M 0.53%
379,580
+86,812
48
$41.9M 0.52%
913,669
+19,663
49
$41.9M 0.52%
744,378
-117,720
50
$41.7M 0.52%
362,550
+158,290
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