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
51
$50.4M 0.58%
369,853
-103,145
52
$45.5M 0.53%
415,409
-162,297
53
$44M 0.51%
274,294
-81,966
54
$43.2M 0.5%
655,842
-55,050
55
$43.1M 0.5%
1,007,741
-175,557
56
$42.7M 0.49%
897,731
-386,009
57
$42.7M 0.49%
265,829
+26,483
58
$42.1M 0.49%
680,091
-85,757
59
$42.1M 0.49%
2,964,341
+2,814,003
60
$39.8M 0.46%
873,209
-177,364
61
$39.7M 0.46%
188,724
+13,245
62
$39.7M 0.46%
+661,017
63
$36.8M 0.43%
478,314
-60,070
64
$36.7M 0.43%
762,137
-106,269
65
$36.7M 0.42%
139,042
-3,523
66
$35.8M 0.41%
858,825
+667,780
67
$34.8M 0.4%
1,148,876
-94,142
68
$34.4M 0.4%
370,237
+32,863
69
$34.1M 0.39%
1,049,132
-425,427
70
$33.6M 0.39%
245,068
-177,961
71
$32.9M 0.38%
1,730,431
-219,886
72
$32.7M 0.38%
372,900
-50,109
73
$32.4M 0.37%
110,543
+955
74
$31.4M 0.36%
575,388
-72,274
75
$31.2M 0.36%
+680,442
1 2
3
4 5