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
126
$18.4M 0.31%
568,880
+26,430
127
$18M 0.31%
+90,807
128
$18M 0.31%
709,731
-38,814
129
$18M 0.31%
68,765
+11,161
130
$17.1M 0.29%
127,482
-14,547
131
$17.1M 0.29%
449,465
+72,528
132
$16.9M 0.29%
116,334
-3,220
133
$16.6M 0.28%
249,653
-10,566
134
$16.5M 0.28%
840,484
+195,419
135
$16.4M 0.28%
275,838
-2,144
136
$16M 0.27%
139,306
+1,608
137
$15.7M 0.27%
620,705
-9,103
138
$15.7M 0.27%
676,362
-22,009
139
$15.6M 0.26%
282,959
-17,085
140
$15.6M 0.26%
+207,634
141
$15.5M 0.26%
275,393
+2,114
142
$15.4M 0.26%
734,478
-19,982
143
$15.4M 0.26%
239,046
-8,764
144
$15.1M 0.26%
182,666
-6,881
145
$15M 0.25%
182,551
-6,611
146
$15M 0.25%
+264,675
147
$14.9M 0.25%
55,820
-428
148
$14.5M 0.24%
96,866
-13,459
149
$14.4M 0.24%
91,250
+5,624
150
$14.3M 0.24%
723,037
-20,625
4 5
6
7 8