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
$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
– –
-3,955
533
– –
-419,607
534
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-3,649
535
– –
-9,781
536
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-54,089
537
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-31,540
538
– –
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539
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540
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541
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-2,104,466
542
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543
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544
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545
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546
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547
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548
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549
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550
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-10,027
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