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
151
$17.2M 0.23%
312,884
-43,738
152
$17M 0.23%
286,397
-37,983
153
$16.8M 0.22%
146,568
-33,714
154
$16.8M 0.22%
366,007
+1,160
155
$16.7M 0.22%
321,957
-43,676
156
$16.5M 0.22%
707,489
-127,734
157
$16.3M 0.22%
542,795
-18,258
158
$16.2M 0.22%
837,252
-163,054
159
$16M 0.21%
1,107,493
-294,936
160
$16M 0.21%
455,404
+96,502
161
$15.8M 0.21%
620,277
-57,942
162
$15.8M 0.21%
172,415
-1,256
163
$15.6M 0.21%
1,548,394
+1,521,554
164
$15.6M 0.21%
203,344
+14,672
165
$15.6M 0.21%
209,756
-40,808
166
$15.5M 0.21%
73,282
-7,141
167
$15.4M 0.21%
88,430
-9,453
168
$14.9M 0.2%
219,490
+6,253
169
$14.8M 0.2%
519,064
+9,255
170
$14.8M 0.2%
1,483,605
+43,227
171
$14.7M 0.2%
224,843
-15,054
172
$14.7M 0.2%
72,748
-5,956
173
$14.7M 0.2%
843,633
+167,960
174
$14.7M 0.2%
430,238
-56,700
175
$14.6M 0.19%
565,196
+67,098
5 6
7
8 9