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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.7M 0.52%
635,771
+150,188
52
$41.7M 0.52%
128,848
-90,658
53
$41.6M 0.52%
1,195,385
-50,863
54
$41.2M 0.51%
99,963
+27,702
55
$41.1M 0.51%
1,980,144
-139,363
56
$40.9M 0.51%
857,840
+116,965
57
$40.4M 0.5%
673,476
+139,017
58
$40.1M 0.5%
1,651,681
-181,791
59
$39.9M 0.49%
186,908
-2,031
60
$39.8M 0.49%
846,916
+222,957
61
$39.5M 0.49%
305,015
-214,127
62
$39.3M 0.49%
261,164
+71,719
63
$39M 0.48%
386,802
+102,276
64
$38.8M 0.48%
130,752
+46,994
65
$38.8M 0.48%
+275,785
66
$38.7M 0.48%
701,023
-20,072
67
$38M 0.47%
1,499,210
+434,729
68
$37.6M 0.47%
1,273,599
-37,384
69
$37.6M 0.46%
277,474
+6,257
70
$37.5M 0.46%
459,409
+43,621
71
$37.5M 0.46%
320,851
+73,116
72
$37.4M 0.46%
215,959
-4,476
73
$37.1M 0.46%
714,847
-9,660
74
$37M 0.46%
148,743
-3,268
75
$36.9M 0.46%
331,046
+57,256
1 2
3
4 5