WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.57B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1 +$61.4M
2 +$58.6M
3 +$57.7M
4
KEYS icon
Keysight
KEYS
+$55.1M
5
GIL icon
Gildan
GIL
+$35.1M

Top Sells

1 +$65.8M
2 +$64.7M
3 +$54.8M
4
EA icon
Electronic Arts
EA
+$38.4M
5
NXT icon
Nextpower Inc
NXT
+$36.2M

Sector Composition

1 Technology 31.28%
2 Financials 15.68%
3 Consumer Discretionary 14.25%
4 Healthcare 12.96%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMGN icon
501
Amgen
AMGN
$204B
$263K ﹤0.01%
805
+10
T icon
502
AT&T
T
$201B
$260K ﹤0.01%
10,462
+115
PANW icon
503
Palo Alto Networks
PANW
$130B
$252K ﹤0.01%
1,367
+40
HON icon
504
Honeywell
HON
$155B
$245K ﹤0.01%
1,254
+10
COP icon
505
ConocoPhillips
COP
$141B
$241K ﹤0.01%
2,570
+101
CMCSA icon
506
Comcast
CMCSA
$114B
$227K ﹤0.01%
7,597
-442
CB icon
507
Chubb
CB
$131B
$218K ﹤0.01%
700
-34
ADP icon
508
Automatic Data Processing
ADP
$87.4B
$215K ﹤0.01%
834
+17
LMT icon
509
Lockheed Martin
LMT
$151B
$211K ﹤0.01%
436
-14
DUK icon
510
Duke Energy
DUK
$102B
$211K ﹤0.01%
1,797
+116
F icon
511
Ford
F
$51.7B
$151K ﹤0.01%
11,495
+386
ACCO icon
512
Acco Brands
ACCO
$365M
-236,483
ALIT icon
513
Alight
ALIT
$491M
-550,786
ARMK icon
514
Aramark
ARMK
$10.8B
-99,376
ASC icon
515
Ardmore Shipping
ASC
$678M
-158,094
BIIB icon
516
Biogen
BIIB
$27.4B
-192,872
CLX icon
517
Clorox
CLX
$14.1B
-39,553
CMA
518
DELISTED
Comerica
CMA
-21,179
COHU icon
519
Cohu
COHU
$1.4B
-128,963
CPRX icon
520
Catalyst Pharmaceutical
CPRX
$2.99B
-145,168
CVLT icon
521
Commault Systems
CVLT
$3.87B
-342,740
DTM icon
522
DT Midstream
DTM
$14.3B
-5,706
EA icon
523
Electronic Arts
EA
$50.4B
-190,384
EBAY icon
524
eBay
EBAY
$40.7B
-336,103
EG icon
525
Everest Group
EG
$13.6B
-10,994