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
$5.6B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$61M
2 +$59.1M
3 +$58.1M
4
EA icon
Electronic Arts
EA
+$41.2M
5
UBER icon
Uber
UBER
+$39.3M

Top Sells

1 +$57.4M
2 +$56.4M
3 +$52.5M
4
HOLX icon
Hologic
HOLX
+$38.7M
5
EQH icon
Equitable Holdings
EQH
+$37.8M

Sector Composition

1 Technology 28.47%
2 Financials 15.87%
3 Consumer Discretionary 12.67%
4 Healthcare 12.64%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMGN icon
501
Amgen
AMGN
$182B
$222K ﹤0.01%
795
-9
COP icon
502
ConocoPhillips
COP
$110B
$222K ﹤0.01%
2,470
+24
TT icon
503
Trane Technologies
TT
$91.2B
$216K ﹤0.01%
+493
LMT icon
504
Lockheed Martin
LMT
$102B
$214K ﹤0.01%
+463
CB icon
505
Chubb
CB
$116B
$213K ﹤0.01%
734
-82
ANET icon
506
Arista Networks
ANET
$160B
$212K ﹤0.01%
+2,074
MDLZ icon
507
Mondelez International
MDLZ
$72.2B
$209K ﹤0.01%
3,097
-257
DUK icon
508
Duke Energy
DUK
$93.1B
$209K ﹤0.01%
1,768
+95
F icon
509
Ford
F
$51.6B
$116K ﹤0.01%
+10,671
ANF icon
510
Abercrombie & Fitch
ANF
$4.59B
-52,833
AOSL icon
511
Alpha and Omega Semiconductor
AOSL
$621M
-70,951
AVA icon
512
Avista
AVA
$3.21B
-66,466
BGS icon
513
B&G Foods
BGS
$360M
-160,995
BRY icon
514
Berry Corp
BRY
$262M
-116,502
CABO icon
515
Cable One
CABO
$679M
-6,567
CVGW icon
516
Calavo Growers
CVGW
$369M
-44,254
DECK icon
517
Deckers Outdoor
DECK
$13.4B
-320,112
ENR icon
518
Energizer
ENR
$1.16B
-50,018
EPC icon
519
Edgewell Personal Care
EPC
$790M
-47,082
ESAB icon
520
ESAB
ESAB
$6.64B
-17,694
FISV
521
Fiserv Inc
FISV
$34B
-1,106
GNTX icon
522
Gentex
GNTX
$5B
-389,796
HEES
523
DELISTED
H&E Equipment Services
HEES
-20,682
HOLX icon
524
Hologic
HOLX
$16.7B
-625,928
JAZZ icon
525
Jazz Pharmaceuticals
JAZZ
$10.1B
-239,868