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
$7.47B
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
51
$40.5M 0.54%
1,474,559
-62,606
52
$39.7M 0.53%
239,346
-78,270
53
$38.5M 0.52%
314,806
+204,078
54
$38.4M 0.51%
423,029
-41,172
55
$38.4M 0.51%
710,892
-136,162
56
$37.8M 0.51%
577,706
+574,255
57
$36.8M 0.49%
175,479
-36,487
58
$32.5M 0.44%
802,359
+17,293
59
$32.2M 0.43%
3,608,094
+488,196
60
$31.8M 0.43%
538,384
+5,143
61
$30M 0.4%
647,662
+121,839
62
$29.9M 0.4%
1,243,018
-79,594
63
$29.7M 0.4%
267,093
-112,241
64
$29.3M 0.39%
1,002,237
+137,707
65
$28.9M 0.39%
1,007,725
-260,095
66
$28.9M 0.39%
193,994
-47,744
67
$28.7M 0.38%
142,565
-20,798
68
$28.6M 0.38%
100,861
-28,490
69
$28.5M 0.38%
472,477
-168,331
70
$28.5M 0.38%
+492,370
71
$28.5M 0.38%
24,165
-3,012
72
$28.4M 0.38%
78,787
-15,307
73
$28.3M 0.38%
423,009
+4,160
74
$28.3M 0.38%
68,263
-17,513
75
$28M 0.38%
1,950,317
+31,354
1 2
3
4 5