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
$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
51
$45.7M 0.63%
655,992
+21,432
52
$45.2M 0.62%
6,429,106
+1,387,894
53
$43.1M 0.59%
3,119,898
-909,984
54
$42.9M 0.59%
317,616
+201,697
55
$42.5M 0.58%
1,337,467
+176,790
56
$42.5M 0.58%
342,628
+64,488
57
$41.5M 0.57%
842,541
+631,215
58
$40.7M 0.56%
847,054
+10,750
59
$40.4M 0.56%
211,966
-46,862
60
$38.2M 0.53%
41,409
+28,880
61
$38.2M 0.52%
464,201
-22,978
62
$37.5M 0.52%
657,704
-304,304
63
$35.1M 0.48%
+669,389
64
$35.1M 0.48%
443,189
+5,001
65
$34.7M 0.48%
+1,088,606
66
$34.7M 0.48%
+286,855
67
$34.6M 0.48%
129,351
+23,745
68
$34.4M 0.47%
785,066
+129,844
69
$34.3M 0.47%
+445,930
70
$34.1M 0.47%
640,808
-32,742
71
$34M 0.47%
241,738
-721
72
$33.9M 0.47%
+256,461
73
$33.8M 0.46%
547,647
+168
74
$33.7M 0.46%
334,900
-26,736
75
$33.7M 0.46%
142,730
+141,601
1 2
3
4 5