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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.7M 0.33%
592,777
+16,893
102
$28.6M 0.33%
414,944
+60,729
103
$28.6M 0.33%
823,998
-91,349
104
$28.5M 0.33%
631,566
-116,695
105
$28.5M 0.33%
+163,879
106
$28.3M 0.33%
555,046
-62,638
107
$28.2M 0.33%
+467,240
108
$28.2M 0.33%
525,953
-8,954
109
$28.1M 0.33%
+448,651
110
$28.1M 0.33%
1,077,448
-15,617
111
$28.1M 0.33%
+1,279,603
112
$28.1M 0.33%
214,509
+4,335
113
$28M 0.32%
281,001
+13,908
114
$28M 0.32%
121,890
+12,969
115
$27.8M 0.32%
2,190,945
+395,443
116
$27.8M 0.32%
206,499
+25,704
117
$27.8M 0.32%
240,835
+10,005
118
$27.8M 0.32%
640,207
+88,161
119
$27.7M 0.32%
283,425
+5,718
120
$27.7M 0.32%
379,839
-35,296
121
$27.5M 0.32%
85,745
-17,970
122
$27.2M 0.31%
+519,322
123
$27M 0.31%
154,639
-17,809
124
$26.8M 0.31%
2,161,394
-1,128,519
125
$26.7M 0.31%
726,593
-60,869
3 4
5
6 7