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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.7M 0.44%
278,967
+29,374
102
$25.7M 0.43%
23,681
+603
103
$25.6M 0.43%
998,420
-25,648
104
$25.4M 0.43%
1,181,141
+24,312
105
$25.1M 0.43%
602,661
+2,881
106
$25.1M 0.42%
85,562
-11,188
107
$25.1M 0.42%
889,475
+50,310
108
$24.6M 0.42%
278,554
-5,030
109
$23.7M 0.4%
+333,935
110
$23M 0.39%
675,147
-36,945
111
$21.8M 0.37%
438,936
-1,548
112
$21.8M 0.37%
467,831
+24,273
113
$21.6M 0.37%
1,337,036
+56,561
114
$21.6M 0.37%
150,445
+257
115
$21.6M 0.37%
485,264
+47,021
116
$21.5M 0.36%
754,655
-46,939
117
$21.5M 0.36%
209,840
-13,172
118
$20.7M 0.35%
550,669
+10,801
119
$20.3M 0.34%
896,977
+47,726
120
$20M 0.34%
954,198
+258,353
121
$19.7M 0.33%
866,796
+65,477
122
$19.4M 0.33%
273,715
+21,329
123
$19.1M 0.32%
640,956
-91,890
124
$18.8M 0.32%
2,567,500
+287,947
125
$18.6M 0.31%
161,005
+20,402
3 4
5
6 7