WCM

Wedge Capital Management Portfolio holdings

AUM $5.42B
1-Year Est. Return 33.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.57B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1 +$61.4M
2 +$58.6M
3 +$57.7M
4
KEYS icon
Keysight
KEYS
+$55.1M
5
GIL icon
Gildan
GIL
+$35.1M

Top Sells

1 +$65.8M
2 +$64.7M
3 +$54.8M
4
EA icon
Electronic Arts
EA
+$38.4M
5
NXT icon
Nextpower Inc
NXT
+$36.2M

Sector Composition

1 Technology 31.28%
2 Financials 15.68%
3 Consumer Discretionary 14.25%
4 Healthcare 12.96%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMGN icon
501
Amgen
AMGN
$188B
$263K ﹤0.01%
805
+10
T icon
502
AT&T
T
$186B
$260K ﹤0.01%
10,462
+115
PANW icon
503
Palo Alto Networks
PANW
$140B
$252K ﹤0.01%
1,367
+40
HON icon
504
Honeywell
HON
$136B
$245K ﹤0.01%
1,254
-66
COP icon
505
ConocoPhillips
COP
$152B
$241K ﹤0.01%
2,570
+101
CMCSA icon
506
Comcast
CMCSA
$114B
$227K ﹤0.01%
7,597
-442
CB icon
507
Chubb
CB
$129B
$218K ﹤0.01%
700
-34
ADP icon
508
Automatic Data Processing
ADP
$79.9B
$215K ﹤0.01%
834
+17
LMT icon
509
Lockheed Martin
LMT
$122B
$211K ﹤0.01%
436
-14
DUK icon
510
Duke Energy
DUK
$99.6B
$211K ﹤0.01%
1,797
+116
F icon
511
Ford
F
$50.1B
$151K ﹤0.01%
11,495
+386
ACCO icon
512
Acco Brands
ACCO
$300M
-236,483
CLX icon
513
Clorox
CLX
$11.8B
-39,553
CMA
514
DELISTED
Comerica
CMA
-21,179
EBAY icon
515
eBay
EBAY
$46.3B
-336,103
ENR icon
516
Energizer
ENR
$1.37B
-57,801
FFIV icon
517
F5
FFIV
$16.9B
-203,665
GPI icon
518
Group 1 Automotive
GPI
$4.03B
-72,729
HD icon
519
Home Depot
HD
$339B
-1,642
IBP icon
520
Installed Building Products
IBP
$8.32B
-11,428
INTC icon
521
Intel
INTC
$335B
-9,256
JHG icon
522
Janus Henderson
JHG
$7.94B
-39,773
LRN icon
523
Stride
LRN
$4.19B
-218,789
MATW icon
524
Matthews International
MATW
$876M
-85,710
MBC icon
525
MasterBrand
MBC
$1.19B
-166,117