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
$7.27B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$57.6M
3
+$54M
4
DOX icon
Amdocs
DOX
+$51.1M
5
LMT icon
Lockheed Martin
LMT
+$50M

Top Sells

1
+$45.5M
2
+$39.8M
3
+$39.7M
4
CDW icon
CDW
CDW
+$37.1M
5
TSN icon
Tyson Foods
TSN
+$36.7M

Sector Composition

1 Financials 19%
2 Technology 15.45%
3 Industrials 13.65%
4 Consumer Discretionary 11.19%
5 Healthcare 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-14,434
577
– –
-19,348
578
– –
-329,138
579
– –
-79,381
580
– –
-17,787
581
– –
-592,168
582
– –
-7,866
583
– –
-52,712
584
– –
-385,615
585
– –
-156,122
586
– –
-13,648
587
– –
-39,002
588
– –
-625,754
589
– –
-64,147
590
– –
-16,181
591
– –
-634,285
592
– –
-32,715
593
– –
-314,606
594
– –
-323,087
595
– –
-56,039
596
– –
-25,169
597
– –
-1,831
598
– –
-47,765
599
– –
-13,299
600
– –
-1,449,509
20 21 22 23
24