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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28M 0.37%
536,623
-132,766
77
$27.9M 0.37%
617,684
-113,298
78
$27.9M 0.37%
+172,448
79
$27.9M 0.37%
103,715
-18,560
80
$27.9M 0.37%
575,884
-80,300
81
$27.9M 0.37%
+243,416
82
$27.8M 0.37%
+195,025
83
$27.7M 0.37%
108,921
-33,809
84
$27.6M 0.37%
665,423
-198,490
85
$27.6M 0.37%
415,135
-242,569
86
$27.6M 0.37%
595,401
+574,520
87
$27.4M 0.37%
787,462
-286,018
88
$27.4M 0.37%
915,347
-173,259
89
$27.4M 0.37%
174,137
-83,340
90
$27.4M 0.37%
+71,602
91
$27.4M 0.37%
746,730
-135,354
92
$27.4M 0.37%
64,323
-15,661
93
$27.3M 0.37%
364,583
-87,601
94
$27.3M 0.37%
337,374
-76,193
95
$27.3M 0.36%
344,639
-163,141
96
$27.2M 0.36%
441,455
-106,192
97
$27.2M 0.36%
317,370
-125,819
98
$27.2M 0.36%
286,528
-38,650
99
$27.1M 0.36%
868,406
+91,458
100
$27.1M 0.36%
207,859
-48,602
2 3
4
5 6