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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$215K ﹤0.01%
+5,581
527
$214K ﹤0.01%
5,018
-872
528
$212K ﹤0.01%
1,280
+57
529
$212K ﹤0.01%
13,331
-1,293
530
$212K ﹤0.01%
1,606
-179
531
$210K ﹤0.01%
+6,980
532
$208K ﹤0.01%
6,557
-2,614
533
$207K ﹤0.01%
+7,076
534
$205K ﹤0.01%
+2,403
535
$204K ﹤0.01%
+17,931
536
$201K ﹤0.01%
+4,719
537
$201K ﹤0.01%
+1,765
538
$196K ﹤0.01%
12,401
-3,852
539
$189K ﹤0.01%
15,918
-7,626
540
$185K ﹤0.01%
10,603
-1,197
541
$182K ﹤0.01%
+12,011
542
$182K ﹤0.01%
+33,227
543
$174K ﹤0.01%
+11,505
544
$169K ﹤0.01%
36,257
+18,197
545
$159K ﹤0.01%
12,504
-2,074
546
$152K ﹤0.01%
17,347
+911
547
$149K ﹤0.01%
10,218
-2,940
548
$149K ﹤0.01%
+16,068
549
$143K ﹤0.01%
+10,910
550
$141K ﹤0.01%
+14,809
20 21
22
23 24