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
$5.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$62.5M
3
+$61.4M
4
GDDY icon
GoDaddy
GDDY
+$60.3M
5
LMT icon
Lockheed Martin
LMT
+$58.6M

Top Sells

1
+$62.7M
2
+$61.9M
3
+$61.9M
4
ADI icon
Analog Devices
ADI
+$61.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$44.3M

Sector Composition

1 Technology 23.87%
2 Financials 15.85%
3 Consumer Discretionary 15.78%
4 Healthcare 13.75%
5 Industrials 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30.8M 0.53%
+278,860
77
$30.8M 0.53%
253,640
-81,797
78
$30.6M 0.53%
58,923
-5,658
79
$30.2M 0.52%
134,231
-19,122
80
$29.6M 0.51%
152,661
+4,147
81
$28.5M 0.49%
57,560
-1,699
82
$28.3M 0.49%
1,477,258
-144,619
83
$26.2M 0.45%
318,358
+34,095
84
$22.7M 0.39%
672,717
+582,020
85
$22.5M 0.39%
621,966
-104,325
86
$22.4M 0.39%
560,381
-32,860
87
$21.3M 0.37%
555,472
+20,168
88
$20.8M 0.36%
716,360
+2,276
89
$20.7M 0.36%
319,806
-9,974
90
$20.5M 0.35%
45,529
-2,394
91
$20.3M 0.35%
646,102
+16,534
92
$20.2M 0.35%
306,342
-31,630
93
$19.9M 0.34%
168,166
+6,503
94
$19.8M 0.34%
205,633
-45,561
95
$19.3M 0.33%
44,912
-2,263
96
$17.8M 0.31%
92,629
-16,071
97
$16.2M 0.28%
10,314
+46
98
$15.8M 0.27%
265,952
+11,533
99
$15.8M 0.27%
173,137
-8,897
100
$15.5M 0.27%
184,252
-550
2 3
4
5 6