WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34.9M 0.42%
374,221
+366,984
77
$34.8M 0.41%
1,943,819
-1,020,522
78
$34.4M 0.41%
365,955
-270,849
79
$34.3M 0.41%
604,771
-35,436
80
$34.1M 0.41%
+681,899
81
$34M 0.4%
422,199
-26,452
82
$33.9M 0.4%
267,901
+27,066
83
$33.9M 0.4%
372,835
-105,479
84
$33.7M 0.4%
80,357
+9,987
85
$33.7M 0.4%
554,135
+28,182
86
$33.5M 0.4%
136,814
-18,942
87
$33.4M 0.4%
544,842
+91,718
88
$33.3M 0.4%
1,126,124
+114,471
89
$33.3M 0.4%
437,055
-96,342
90
$33.3M 0.4%
85,283
-25,260
91
$33.2M 0.4%
603,408
-15,390
92
$33.2M 0.39%
251,480
+784
93
$33.1M 0.39%
151,235
-3,404
94
$33M 0.39%
279,087
-4,338
95
$32.9M 0.39%
370,650
+21,183
96
$32.8M 0.39%
255,215
+250,360
97
$32.8M 0.39%
+871,082
98
$32.7M 0.39%
351,838
-18,399
99
$32.6M 0.39%
899,909
+173,316
100
$32.6M 0.39%
1,437,186
-293,245
2 3
4
5 6