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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.5M 0.55%
951,784
+58,552
77
$32.3M 0.55%
241,965
+1,343
78
$32.1M 0.54%
296,933
-12,231
79
$31.4M 0.53%
1,065,145
-732,323
80
$31.1M 0.53%
854,281
-161,284
81
$31.1M 0.53%
714,918
-67,712
82
$30.3M 0.51%
669,694
-218,467
83
$29.7M 0.5%
449,956
+24,399
84
$29M 0.49%
747,181
-83,943
85
$28.1M 0.48%
1,729,277
-60,599
86
$28M 0.47%
462,232
-8,719
87
$27.5M 0.47%
339,138
-35,453
88
$27.4M 0.46%
131,957
+1,014
89
$27.4M 0.46%
+184,249
90
$27.3M 0.46%
+440,049
91
$27.2M 0.46%
471,397
+55,891
92
$27.1M 0.46%
+723,115
93
$26.7M 0.45%
775,907
+21,804
94
$26.5M 0.45%
1,004,090
-64,127
95
$26.5M 0.45%
604,539
+63,394
96
$26.4M 0.45%
1,001,852
-22,782
97
$26.4M 0.45%
935,767
-65,978
98
$26.2M 0.44%
103,924
-6,362
99
$26.2M 0.44%
1,632,977
+68,271
100
$25.7M 0.44%
282,886
+6,102
2 3
4
5 6