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
126
$21.4M 0.29%
370,600
-70,929
127
$20M 0.27%
1,736,962
-303,821
128
$20M 0.27%
410,353
+6,818
129
$19.9M 0.27%
762,213
-315,025
130
$19.8M 0.26%
590,753
-43,533
131
$19.8M 0.26%
782,516
-190,453
132
$19.7M 0.26%
127,695
-40,139
133
$19.5M 0.26%
525,370
-123,777
134
$19.4M 0.26%
405,693
-95,486
135
$19.4M 0.26%
1,154,216
-307,652
136
$19.4M 0.26%
305,319
-70,640
137
$19.3M 0.26%
+1,057,284
138
$19.3M 0.26%
526,247
-33,686
139
$19.2M 0.26%
1,612,286
-204,859
140
$19M 0.25%
935,606
-198,603
141
$18.9M 0.25%
470,188
-112,507
142
$18.9M 0.25%
+550,711
143
$18.8M 0.25%
757,532
+746,432
144
$18.7M 0.25%
595,426
-34,051
145
$18.6M 0.25%
385,234
-156,948
146
$18.3M 0.24%
531,312
+107,933
147
$18.3M 0.24%
587,147
+9,042
148
$18.2M 0.24%
422,093
-50,579
149
$17.8M 0.24%
+300,217
150
$17.8M 0.24%
577,413
+22,135
4 5
6
7 8