WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$205K ﹤0.01%
842
-85
502
$203K ﹤0.01%
2,946
-24,784
503
$203K ﹤0.01%
2,862
-1,637
504
$197K ﹤0.01%
+20,384
505
$195K ﹤0.01%
13,681
+1,670
506
$193K ﹤0.01%
+13,419
507
$192K ﹤0.01%
10,942
-4,941
508
$189K ﹤0.01%
15,426
-1,921
509
$185K ﹤0.01%
12,968
-27,467
510
$182K ﹤0.01%
23,390
-16,062
511
$175K ﹤0.01%
26,645
-6,582
512
$172K ﹤0.01%
+12,758
513
$170K ﹤0.01%
24,510
-24,576
514
$156K ﹤0.01%
+13,214
515
$151K ﹤0.01%
+20,917
516
$149K ﹤0.01%
13,337
-4,594
517
$149K ﹤0.01%
10,107
-5,811
518
$141K ﹤0.01%
20,885
-17,102
519
$134K ﹤0.01%
13,502
+1,665
520
$129K ﹤0.01%
27,963
-160,973
521
$113K ﹤0.01%
11,073
-3,736
522
$95K ﹤0.01%
14,249
-78,042
523
$91K ﹤0.01%
19,651
-6,070
524
$83K ﹤0.01%
11,646
-6,970
525
$75K ﹤0.01%
1,226
+205
19 20
21
22 23