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
$5.16B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$55.6M
3
+$54.3M
4
CVLT icon
Commault Systems
CVLT
+$54.1M
5
DBX icon
Dropbox
DBX
+$53.9M

Top Sells

1
+$69.7M
2
+$65.4M
3
+$64M
4
PSN icon
Parsons
PSN
+$62.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$62.4M

Sector Composition

1 Technology 25.04%
2 Financials 16.2%
3 Consumer Discretionary 14.07%
4 Healthcare 13.95%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$246K ﹤0.01%
816
502
$245K ﹤0.01%
4,014
-511,384
503
$244K ﹤0.01%
1,106
+115
504
$238K ﹤0.01%
1,642
-14
505
$237K ﹤0.01%
3,943
-59
506
$228K ﹤0.01%
2,533
-118
507
$228K ﹤0.01%
+3,354
508
$224K ﹤0.01%
237
-5
509
$219K ﹤0.01%
1,281
+23
510
$214K ﹤0.01%
+2,290
511
$204K ﹤0.01%
+1,673
512
$31.4K ﹤0.01%
1,300
+215
513
– –
-135,392
514
– –
-630,248
515
– –
-686,612
516
– –
-485,064
517
– –
-179,191
518
– –
-87,487
519
– –
-249
520
– –
-8,285
521
– –
-35,537
522
– –
-19,288
523
– –
-231,588
524
– –
-72,396
525
– –
-64,416
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