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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.2M 0.42%
548,734
+37,550
102
$34.1M 0.42%
113,109
-12,244
103
$34.1M 0.42%
505,731
-582
104
$33.9M 0.42%
150,467
+4,633
105
$33.8M 0.42%
436,339
+37,482
106
$33.8M 0.42%
355,651
+45,014
107
$33.6M 0.42%
1,024,623
-29,591
108
$33.6M 0.42%
497,328
-241,314
109
$33.2M 0.41%
307,037
-3,669
110
$33.2M 0.41%
924,283
+123,328
111
$33.1M 0.41%
274,101
-27,674
112
$33M 0.41%
497,358
-6,591
113
$32.9M 0.41%
1,223,836
-446,637
114
$32.8M 0.41%
525,015
-4,747
115
$32.7M 0.4%
70,525
-5,026
116
$32.6M 0.4%
690,225
-22,842
117
$32.6M 0.4%
703,612
+42,567
118
$32.3M 0.4%
279,541
+19,286
119
$32.1M 0.4%
597,675
+72,339
120
$31.8M 0.39%
867,713
-24,585
121
$31.6M 0.39%
217,862
+18,205
122
$31.4M 0.39%
1,440,616
-149,637
123
$31.4M 0.39%
459,773
-44,617
124
$31.3M 0.39%
518,132
+57,056
125
$31.2M 0.39%
840,335
-127,882
3 4
5
6 7