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
476
$243K ﹤0.01%
4,258
-2,318
477
$242K ﹤0.01%
1,684
-1,467
478
$241K ﹤0.01%
15,659
+2,110
479
$240K ﹤0.01%
5,793
-3,148
480
$238K ﹤0.01%
8,300
-7,862
481
$235K ﹤0.01%
+9,115
482
$233K ﹤0.01%
1,155
-1,233
483
$227K ﹤0.01%
11,404
-26,180
484
$225K ﹤0.01%
12,197
-9,984
485
$225K ﹤0.01%
588
-8
486
$224K ﹤0.01%
+3,431
487
$219K ﹤0.01%
6,015
-3,364
488
$217K ﹤0.01%
8,531
-20,270
489
$216K ﹤0.01%
5,750
-5,535
490
$214K ﹤0.01%
4,185
-3,397
491
$213K ﹤0.01%
2,267
-1,266
492
$212K ﹤0.01%
+26,629
493
$212K ﹤0.01%
1,333
-432
494
$211K ﹤0.01%
+6,564
495
$210K ﹤0.01%
11,591
-9,907
496
$208K ﹤0.01%
3,144
-1,746
497
$207K ﹤0.01%
6,652
-2,344
498
$207K ﹤0.01%
2,628
+225
499
$206K ﹤0.01%
4,735
-627
500
$206K ﹤0.01%
3,088
-1,316
18 19
20
21 22