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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31M 0.36%
155,756
-19,457
77
$31M 0.36%
196,828
+2,834
78
$30.6M 0.35%
1,089,295
+81,570
79
$30.6M 0.35%
25,783
+1,618
80
$30.6M 0.35%
+400,766
81
$30.4M 0.35%
704,674
+109,273
82
$30.3M 0.35%
+7,430
83
$30.2M 0.35%
199,116
-56,611
84
$30M 0.35%
170,001
-4,136
85
$30M 0.35%
250,696
-35,832
86
$30M 0.35%
406,401
+61,762
87
$30M 0.35%
533,397
+41,027
88
$29.8M 0.34%
700,914
-101,445
89
$29.8M 0.34%
66,503
-5,099
90
$29.8M 0.34%
253,478
-63,892
91
$29.8M 0.34%
+1,102,075
92
$29.7M 0.34%
180,075
-14,950
93
$29.7M 0.34%
501,388
-89,365
94
$29.6M 0.34%
618,798
-127,932
95
$29.4M 0.34%
+162,652
96
$29.2M 0.34%
210,808
-67,280
97
$28.9M 0.34%
349,467
-15,116
98
$28.9M 0.33%
70,370
+2,107
99
$28.8M 0.33%
430,222
+495
100
$28.7M 0.33%
769,547
+104,124
2 3
4
5 6