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
$5.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$62.5M
3
+$61.4M
4
GDDY icon
GoDaddy
GDDY
+$60.3M
5
LMT icon
Lockheed Martin
LMT
+$58.6M

Top Sells

1
+$62.7M
2
+$61.9M
3
+$61.9M
4
ADI icon
Analog Devices
ADI
+$61.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$44.3M

Sector Composition

1 Technology 23.87%
2 Financials 15.85%
3 Consumer Discretionary 15.78%
4 Healthcare 13.75%
5 Industrials 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$56.6M 0.98%
394,294
+22,318
27
$55.8M 0.96%
544,244
+479,022
28
$55.6M 0.96%
359,800
-4,918
29
$52M 0.9%
606,391
-6,705
30
$51.9M 0.9%
738,830
+10,911
31
$51.3M 0.89%
289,518
+7,298
32
$50.7M 0.88%
362,479
+97,893
33
$49.7M 0.86%
1,395,308
+1,191,529
34
$49.4M 0.85%
777,264
+732,359
35
$49.2M 0.85%
257,805
-21,274
36
$48.6M 0.84%
129,480
+9,302
37
$48.5M 0.84%
304,354
+60,904
38
$45.5M 0.79%
+258,482
39
$44.5M 0.77%
212,986
+28,013
40
$44.3M 0.77%
89,968
-1,021
41
$43.9M 0.76%
738,040
-134,768
42
$43.8M 0.76%
107,746
-24,769
43
$42.7M 0.74%
1,828,551
-515,078
44
$41.6M 0.72%
503,933
-101,917
45
$41.2M 0.71%
825,232
-239,821
46
$40.8M 0.7%
+447,171
47
$40.7M 0.7%
86,610
-14,033
48
$40.5M 0.7%
427,756
+416,096
49
$40.4M 0.7%
651,708
-200,102
50
$40.3M 0.7%
455,406
-112,020
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