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
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$65K ﹤0.01%
17,543
-6,710
527
$55K ﹤0.01%
11,042
-9,841
528
$51K ﹤0.01%
15,148
-74,017
529
– –
-793,024
530
– –
-85,745
531
– –
-10,060
532
– –
-4,742
533
– –
-1,527
534
– –
-12,513
535
– –
-673,112
536
– –
-2,770
537
– –
-15,189
538
– –
-793,843
539
– –
-281,001
540
– –
-9,602
541
– –
-769,547
542
– –
-28,969
543
– –
-3,038
544
– –
-11,759
545
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-17,027
546
– –
-5,020
547
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-104,912
548
– –
-7,076
549
– –
-13,984
550
– –
-12,401
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