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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.3M 0.6%
287,808
+22,743
52
$35.3M 0.6%
106,950
-21,372
53
$35.1M 0.59%
368,207
+365,620
54
$35.1M 0.59%
+1,852,910
55
$35.1M 0.59%
77,183
+2,856
56
$35M 0.59%
534,682
+105,663
57
$34.9M 0.59%
257,836
+15,260
58
$34.9M 0.59%
540,150
+40,464
59
$34.7M 0.59%
332,169
-17,376
60
$34.7M 0.59%
165,506
+5,478
61
$34.5M 0.58%
160,744
+48,237
62
$34.4M 0.58%
+245,270
63
$34.4M 0.58%
256,035
+8,532
64
$34.2M 0.58%
1,026,697
+38,313
65
$33.9M 0.57%
249,396
-24,246
66
$33.3M 0.56%
565,836
+56,932
67
$33.2M 0.56%
659,886
-26,078
68
$33.1M 0.56%
502,907
+59,545
69
$33M 0.56%
726,009
+122,957
70
$33M 0.56%
423,601
-15,538
71
$33M 0.56%
638,954
+40,765
72
$32.9M 0.56%
217,851
+39,883
73
$32.9M 0.56%
498,456
+82,494
74
$32.7M 0.55%
185,812
+13,513
75
$32.6M 0.55%
745,570
-8,870
1 2
3
4 5