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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.9M 0.46%
355,749
+110,715
77
$36.2M 0.45%
224,650
-18,858
78
$36.1M 0.45%
681,278
-59,697
79
$36M 0.45%
280,808
+82,633
80
$36M 0.45%
+266,227
81
$35.9M 0.44%
376,128
-36,765
82
$35.8M 0.44%
29,024
-3,313
83
$35.7M 0.44%
492,307
+54,756
84
$35.7M 0.44%
76,989
-1,138
85
$35.5M 0.44%
419,948
+108,750
86
$35.4M 0.44%
+2,616,224
87
$35.3M 0.44%
506,335
+72,498
88
$35.1M 0.43%
485,347
-17,787
89
$35M 0.43%
162,099
+3,864
90
$35M 0.43%
626,935
+147,596
91
$34.9M 0.43%
441,401
-18,071
92
$34.9M 0.43%
591,191
-90,818
93
$34.6M 0.43%
848,157
-98,558
94
$34.5M 0.43%
254,096
+250,642
95
$34.5M 0.43%
127,633
+4,584
96
$34.3M 0.43%
200,759
+17,710
97
$34.3M 0.42%
258,401
+3,528
98
$34.3M 0.42%
1,482,038
-98,448
99
$34.3M 0.42%
756,826
+25,968
100
$34.2M 0.42%
392,881
-13,434
2 3
4
5 6