WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.5M 0.39%
233,877
+27,378
102
$32.5M 0.39%
646,670
+53,893
103
$32.5M 0.39%
509,093
-10,229
104
$32.3M 0.38%
+527,966
105
$32.2M 0.38%
517,623
+66,248
106
$32.1M 0.38%
164,838
+959
107
$32.1M 0.38%
195,497
-1,331
108
$32M 0.38%
676,727
+115,857
109
$31.9M 0.38%
543,671
-329,538
110
$31.8M 0.38%
523,325
+4,148
111
$31.7M 0.38%
189,626
-9,490
112
$31.7M 0.38%
+292,734
113
$31.6M 0.38%
789,925
-34,073
114
$31.6M 0.38%
330,859
-69,907
115
$31.5M 0.38%
135,632
+11,930
116
$31.5M 0.38%
1,278,107
-1,496
117
$31.5M 0.38%
495,198
+85,206
118
$31.4M 0.37%
600,207
-100,707
119
$31.3M 0.37%
125,834
+3,944
120
$31.2M 0.37%
956,344
+56,542
121
$31.2M 0.37%
+482,118
122
$31.1M 0.37%
+233,312
123
$31.1M 0.37%
849,421
-252,654
124
$31.1M 0.37%
448,466
+18,244
125
$30.9M 0.37%
1,493,309
-16,691
3 4
5
6 7