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
551
$137K ﹤0.01%
58,808
552
$130K ﹤0.01%
3,965
-11,276
553
$127K ﹤0.01%
15,318
-5,578
554
$110K ﹤0.01%
11,837
555
$106K ﹤0.01%
12,513
-5,852
556
$98K ﹤0.01%
18,616
-17,125
557
$87K ﹤0.01%
10,881
-13,258
558
$86K ﹤0.01%
20,883
+925
559
$83K ﹤0.01%
24,253
-21,119
560
$77K ﹤0.01%
25,721
-5,812
561
$65K ﹤0.01%
+1,021
562
$49K ﹤0.01%
+10,060
563
$43K ﹤0.01%
11,759
564
– –
-16,726
565
– –
-296,853
566
– –
-2,592
567
– –
-15,299
568
– –
-5,768
569
– –
-44,628
570
– –
-100,861
571
– –
-32,769
572
– –
-113,533
573
– –
-64,323
574
– –
-207,859
575
– –
-536,623
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