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
476
$235K ﹤0.01%
26,903
+3,929
477
$235K ﹤0.01%
6,439
-2,192
478
$233K ﹤0.01%
1,740
479
$231K ﹤0.01%
+6,721
480
$230K ﹤0.01%
5,768
+163
481
$228K ﹤0.01%
3,961
482
$226K ﹤0.01%
3,832
-465
483
$226K ﹤0.01%
4,612
-1,378
484
$224K ﹤0.01%
+5,281
485
$224K ﹤0.01%
5,890
+567
486
$223K ﹤0.01%
+11,444
487
$222K ﹤0.01%
9,197
+883
488
$215K ﹤0.01%
26,805
489
$215K ﹤0.01%
3,149
+70
490
$212K ﹤0.01%
+8,042
491
$212K ﹤0.01%
+4,139
492
$211K ﹤0.01%
+1,785
493
$205K ﹤0.01%
15,253
494
$204K ﹤0.01%
+2,592
495
$202K ﹤0.01%
+1,223
496
$198K ﹤0.01%
32,769
497
$196K ﹤0.01%
13,770
+2,219
498
$193K ﹤0.01%
11,800
499
$187K ﹤0.01%
11,477
-6,179
500
$185K ﹤0.01%
12,929
18 19
20
21 22