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
126
$31.2M 0.39%
81,472
+3,069
127
$30.7M 0.38%
662,565
+7,995
128
$30.3M 0.37%
903,993
-117,563
129
$29.2M 0.36%
285,475
-22,896
130
$28.4M 0.35%
493,897
-10,737
131
$27.4M 0.34%
175,627
-11,174
132
$26.2M 0.32%
1,202,917
-138,128
133
$26.1M 0.32%
68,660
+42
134
$23.9M 0.3%
196,807
-31,624
135
$23.5M 0.29%
172,666
-18,681
136
$23M 0.28%
317,642
-22,932
137
$22.5M 0.28%
344,292
-52,553
138
$22M 0.27%
368,615
-27,927
139
$21.6M 0.27%
726,533
-60,614
140
$20.7M 0.26%
740,285
-55,278
141
$20.3M 0.25%
200,303
-48,975
142
$19.9M 0.25%
81,426
-6,481
143
$19.9M 0.25%
1,226,819
-173,904
144
$19.8M 0.25%
78,561
-18,119
145
$19.5M 0.24%
153,053
-6,348
146
$19.5M 0.24%
188,103
-13,989
147
$19.4M 0.24%
106,268
-6,024
148
$19.3M 0.24%
1,424,427
+338,774
149
$19.2M 0.24%
60,329
-2,188
150
$19.2M 0.24%
30,137
-2,213
4 5
6
7 8