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
126
$30.8M 0.37%
697,848
+4,889
127
$30.7M 0.37%
422,296
+11,181
128
$30.6M 0.36%
283,781
+30,303
129
$30.6M 0.36%
807,262
+26,393
130
$30.6M 0.36%
751,588
-3,715
131
$30.4M 0.36%
422,527
-238,490
132
$30.3M 0.36%
505,300
+29,071
133
$30.1M 0.36%
+223,680
134
$30.1M 0.36%
330,226
+21,434
135
$30M 0.36%
1,502,534
+5,897
136
$29.8M 0.35%
505,012
+496,519
137
$29.4M 0.35%
527,500
+60,260
138
$29.4M 0.35%
309,568
+20,715
139
$28.8M 0.34%
494,894
-80,494
140
$28.8M 0.34%
386,869
+7,030
141
$28.3M 0.34%
153,470
-120,824
142
$27.2M 0.32%
1,464,995
-725,950
143
$26.3M 0.31%
350,947
+68,820
144
$26.1M 0.31%
560,981
-488,151
145
$26.1M 0.31%
992,153
-85,295
146
$25M 0.3%
168,742
-42,066
147
$24M 0.29%
264,190
-35,320
148
$22.4M 0.27%
135,681
-6,001
149
$21.4M 0.25%
436,377
-461,354
150
$21M 0.25%
452,297
-161,006
4 5
6
7 8