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
$7.27B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$57.6M
3
+$54M
4
DOX icon
Amdocs
DOX
+$51.1M
5
LMT icon
Lockheed Martin
LMT
+$50M

Top Sells

1
+$45.5M
2
+$39.8M
3
+$39.7M
4
CDW icon
CDW
CDW
+$37.1M
5
TSN icon
Tyson Foods
TSN
+$36.7M

Sector Composition

1 Financials 19%
2 Technology 15.45%
3 Industrials 13.65%
4 Consumer Discretionary 11.19%
5 Healthcare 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$122K ﹤0.01%
58,808
-3,496
502
$117K ﹤0.01%
+16,332
503
$116K ﹤0.01%
+10,038
504
$106K ﹤0.01%
+14,953
505
$101K ﹤0.01%
15,299
506
$89K ﹤0.01%
25,740
-7,175
507
$82K ﹤0.01%
12,881
-1,987
508
$79K ﹤0.01%
13,004
+1,860
509
$72K ﹤0.01%
39,639
+14,511
510
$70K ﹤0.01%
28,587
-656
511
$68K ﹤0.01%
13,821
-2,084
512
$55K ﹤0.01%
21,429
-1,550
513
$30K ﹤0.01%
+180,536
514
– –
-191,908
515
– –
-5,710
516
– –
-12,689
517
– –
-409,773
518
– –
-219,053
519
– –
-31,658
520
– –
-15,531
521
– –
-64,667
522
– –
-75,263
523
– –
-1,258
524
– –
-1,292,581
525
– –
-39,266
19 20
21
22 23