WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
551
– –
-6,980
552
– –
-4,601
553
– –
-15,002
554
– –
-6,065
555
– –
-6,308
556
– –
-4,742
557
– –
-5,018
558
– –
-3,046
559
– –
-180,075
560
– –
-13,053
561
– –
-73,084
562
– –
-10,218
563
– –
-3,965
564
– –
-54,252
565
– –
-16,888
566
– –
-10,658
567
– –
-214,509
568
– –
-22,975
569
– –
-8,662
570
– –
-5,493
571
– –
-7,430
572
– –
-12,504
573
– –
-8,673
574
– –
-10,881
575
– –
-4,719
21 22
23
24 25