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
$5.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$62.5M
3
+$61.4M
4
GDDY icon
GoDaddy
GDDY
+$60.3M
5
LMT icon
Lockheed Martin
LMT
+$58.6M

Top Sells

1
+$62.7M
2
+$61.9M
3
+$61.9M
4
ADI icon
Analog Devices
ADI
+$61.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$44.3M

Sector Composition

1 Technology 23.87%
2 Financials 15.85%
3 Consumer Discretionary 15.78%
4 Healthcare 13.75%
5 Industrials 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.5M 0.68%
336,273
-94,497
52
$39.5M 0.68%
630,578
-57,628
53
$39.4M 0.68%
434,206
+25,284
54
$39.3M 0.68%
113,430
-20,219
55
$39.1M 0.68%
238,494
-34,030
56
$39M 0.67%
322,052
-43,329
57
$38.5M 0.66%
231,353
-57,278
58
$38.4M 0.66%
679,748
-52,511
59
$38.3M 0.66%
77,286
-22,833
60
$37.9M 0.66%
803,463
-215,719
61
$37.5M 0.65%
843,884
-301,290
62
$37.3M 0.64%
648,704
-40,323
63
$37.3M 0.64%
239,963
-37,598
64
$37.2M 0.64%
456,854
-95,866
65
$34.1M 0.59%
294,521
-69,666
66
$33.5M 0.58%
+399,634
67
$33M 0.57%
+638,322
68
$32.5M 0.56%
+291,684
69
$32.5M 0.56%
164,552
-47,887
70
$32.3M 0.56%
1,115,201
-106,687
71
$32.1M 0.55%
89,579
-37,230
72
$32M 0.55%
92,822
-12,495
73
$32M 0.55%
142,968
-28,488
74
$31.5M 0.54%
2,638,872
-191,872
75
$31.3M 0.54%
416,152
-74,649
1 2
3
4 5