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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27M 0.36%
+210,174
102
$26.9M 0.36%
277,707
-57,193
103
$26.9M 0.36%
+552,046
104
$26.8M 0.36%
175,213
-49,513
105
$26.8M 0.36%
354,215
-196,833
106
$26.8M 0.36%
423,873
-22,057
107
$26.7M 0.36%
180,795
-53,922
108
$26.7M 0.36%
230,830
-61,920
109
$26.6M 0.36%
305,099
-17,290
110
$26.6M 0.36%
3,289,913
-3,139,193
111
$26.5M 0.35%
1,050,573
+21,949
112
$25.9M 0.35%
1,093,065
+158,201
113
$25.8M 0.35%
278,088
+5,483
114
$25.8M 0.35%
255,727
-31,128
115
$25.3M 0.34%
429,727
+417,250
116
$25.1M 0.34%
534,907
-55,116
117
$25.1M 0.34%
+748,261
118
$25M 0.33%
+109,588
119
$24.7M 0.33%
127,880
+2,027
120
$23.9M 0.32%
635,261
+38,260
121
$23.2M 0.31%
1,795,502
-539,121
122
$23.2M 0.31%
172,583
+2,811
123
$23.1M 0.31%
294,426
+6,713
124
$22.8M 0.31%
340,255
+4,682
125
$21.9M 0.29%
2,586,139
-151,995
3 4
5
6 7