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
51
$45.4M 0.54%
1,190,678
-1,326,277
52
$44.2M 0.53%
964,177
+283,735
53
$44M 0.52%
38,649
-14,552
54
$44M 0.52%
674,787
-347,221
55
$43.9M 0.52%
233,230
+163,529
56
$43.6M 0.52%
396,148
-118,094
57
$43.2M 0.51%
1,115,754
-33,122
58
$42.5M 0.51%
1,303,100
-367,173
59
$42M 0.5%
469,158
-85,888
60
$41.4M 0.49%
362,988
-9,912
61
$41.3M 0.49%
293,827
+190,773
62
$40.7M 0.48%
856,624
-151,117
63
$40.5M 0.48%
123,891
-15,151
64
$39.2M 0.47%
297,700
-117,709
65
$39.1M 0.47%
518,695
-137,147
66
$38.9M 0.46%
65,213
-1,290
67
$38.7M 0.46%
65,797
-36,346
68
$38.5M 0.46%
392,601
-13,800
69
$37M 0.44%
595,654
-84,437
70
$36.6M 0.44%
1,034,255
-55,040
71
$36.5M 0.43%
257,268
-112,585
72
$36.4M 0.43%
408,923
-6,021
73
$36.4M 0.43%
694,363
-10,311
74
$36.1M 0.43%
25,682
-101
75
$35.2M 0.42%
159,839
-2,813
1 2
3
4 5