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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$184K ﹤0.01%
13,811
502
$176K ﹤0.01%
16,514
503
$175K ﹤0.01%
13,158
-342
504
$175K ﹤0.01%
+37,987
505
$173K ﹤0.01%
23,811
-358
506
$170K ﹤0.01%
5,481
+499
507
$168K ﹤0.01%
15,299
508
$164K ﹤0.01%
+12,983
509
$154K ﹤0.01%
16,253
+4,079
510
$148K ﹤0.01%
12,751
511
$144K ﹤0.01%
20,896
+4,564
512
$139K ﹤0.01%
12,217
+423
513
$138K ﹤0.01%
+14,624
514
$134K ﹤0.01%
14,578
-737
515
$128K ﹤0.01%
58,808
516
$123K ﹤0.01%
11,777
517
$114K ﹤0.01%
18,144
518
$109K ﹤0.01%
16,436
+3,432
519
$107K ﹤0.01%
18,365
+3,412
520
$102K ﹤0.01%
35,741
+10,001
521
$101K ﹤0.01%
16,726
522
$92K ﹤0.01%
16,791
523
$86K ﹤0.01%
+11,837
524
$85K ﹤0.01%
24,139
+11,258
525
$84K ﹤0.01%
45,372
+16,785
19 20
21
22 23