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
476
$349K 0.01%
390
-15
477
$348K 0.01%
3,615
+270
478
$342K 0.01%
1,231
+38
479
$342K 0.01%
875
+9
480
$329K 0.01%
7,873
+390
481
$293K 0.01%
2,418
-27
482
$291K 0.01%
69
+2
483
$277K ﹤0.01%
+3,682
484
$276K ﹤0.01%
2,344
+70
485
$263K ﹤0.01%
+509
486
$259K ﹤0.01%
804
+25
487
$254K ﹤0.01%
703
+28
488
$253K ﹤0.01%
1,226
+53
489
$251K ﹤0.01%
926
-58
490
$240K ﹤0.01%
10,906
+272
491
$239K ﹤0.01%
2,651
+98
492
$230K ﹤0.01%
242
-16
493
$228K ﹤0.01%
2,168
+150
494
$227K ﹤0.01%
+787
495
$215K ﹤0.01%
1,258
-98
496
$213K ﹤0.01%
+240
497
$201K ﹤0.01%
+1,933
498
$200K ﹤0.01%
+3,926
499
– –
-270,459
500
– –
-2,764
17 18 19
20
21