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
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$83M
2 +$67.7M
3 +$67.3M
4
ZM icon
Zoom
ZM
+$63.4M
5
DDS icon
Dillards
DDS
+$38.5M

Top Sells

1 +$63.6M
2 +$40.1M
3 +$39.5M
4
STX icon
Seagate
STX
+$39.4M
5
FOX icon
Fox Class B
FOX
+$39.2M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WLY icon
551
John Wiley & Sons Class A
WLY
$1.93B
-35,121