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
551
– –
-29,424
552
– –
-28,651
553
– –
-1,051,174
554
– –
-50,079
555
– –
-20,363
556
– –
-5,909
557
– –
-5,550
558
– –
-314,796
559
– –
-10,027
560
– –
-205,655
561
– –
-355,108
562
– –
-1,317
563
– –
-9,241
564
– –
-500,084
565
– –
-2,104,466
566
– –
-228,596
567
– –
-4,881
568
– –
-9,647
569
– –
-31,540
570
– –
-3,955
571
– –
-419,607
572
– –
-3,649
573
– –
-9,781
574
– –
-54,089
19 20 21 22
23