WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$82K ﹤0.01%
+10,065
527
$80K ﹤0.01%
18,060
528
$77K ﹤0.01%
19,958
+6,137
529
$74K ﹤0.01%
31,533
+10,104
530
$69K ﹤0.01%
39,639
531
$37K ﹤0.01%
+11,759
532
– –
-6,048
533
– –
-1,654
534
– –
-3,071
535
– –
-4,249
536
– –
-17,033
537
– –
-180,536
538
– –
-10,050
539
– –
-4,572
540
– –
-10,658
541
– –
-14,303
542
– –
-738,985
543
– –
-13,349
544
– –
-147,431
545
– –
-101,537
546
– –
-34,243
547
– –
-10,420
548
– –
-10,739
549
– –
-222,805
550
– –
-7,941
19 20 21
22
23