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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$244K ﹤0.01%
9,379
-2,103
502
$244K ﹤0.01%
+10,772
503
$244K ﹤0.01%
6,065
-656
504
$243K ﹤0.01%
+3,389
505
$240K ﹤0.01%
+15,883
506
$238K ﹤0.01%
12,929
507
$238K ﹤0.01%
+8,662
508
$238K ﹤0.01%
+7,339
509
$237K ﹤0.01%
+1,310
510
$233K ﹤0.01%
+3,038
511
$232K ﹤0.01%
3,961
512
$231K ﹤0.01%
+320
513
$230K ﹤0.01%
15,253
514
$229K ﹤0.01%
+4,717
515
$228K ﹤0.01%
7,228
-9,937
516
$227K ﹤0.01%
+5,362
517
$227K ﹤0.01%
+927
518
$226K ﹤0.01%
+596
519
$226K ﹤0.01%
15,781
-24,099
520
$224K ﹤0.01%
+4,959
521
$224K ﹤0.01%
12,751
522
$223K ﹤0.01%
+5,493
523
$220K ﹤0.01%
5,020
-261
524
$216K ﹤0.01%
20,444
-3,367
525
$215K ﹤0.01%
13,549
-25,984
19 20
21
22 23