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
476
$287K ﹤0.01%
11,937
+493
477
$286K ﹤0.01%
2,811
-338
478
$285K ﹤0.01%
26,805
479
$285K ﹤0.01%
+8,941
480
$283K ﹤0.01%
16,419
+1,524
481
$281K ﹤0.01%
8,097
482
$276K ﹤0.01%
39,452
-65,607
483
$271K ﹤0.01%
4,404
-41
484
$270K ﹤0.01%
+3,037
485
$262K ﹤0.01%
10,658
-819
486
$259K ﹤0.01%
+9,602
487
$259K ﹤0.01%
+4,499
488
$258K ﹤0.01%
+3,533
489
$258K ﹤0.01%
3,151
-1,461
490
$255K ﹤0.01%
15,189
-11,714
491
$255K ﹤0.01%
2,122
+9
492
$255K ﹤0.01%
1,747
+7
493
$254K ﹤0.01%
+2,770
494
$254K ﹤0.01%
89,165
-20,477
495
$254K ﹤0.01%
+8,673
496
$250K ﹤0.01%
16,162
-2,604
497
$248K ﹤0.01%
6,639
-1,403
498
$248K ﹤0.01%
4,601
-880
499
$248K ﹤0.01%
16,659
-4,459
500
$247K ﹤0.01%
3,046
-786
18 19
20
21 22