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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22.7M 0.26%
613,303
-94,186
152
$22.6M 0.26%
493,560
-141,701
153
$22.5M 0.26%
955,414
-152,079
154
$21.1M 0.24%
361,129
-49,224
155
$20.8M 0.24%
349,549
-237,598
156
$20.5M 0.24%
468,527
-62,785
157
$20.4M 0.24%
1,150,274
-180,297
158
$19.6M 0.23%
282,127
-39,830
159
$18.4M 0.21%
385,878
+1,439
160
$18.4M 0.21%
178,198
-31,558
161
$18.1M 0.21%
138,839
-33,576
162
$17.9M 0.21%
196,243
-23,247
163
$17.8M 0.21%
474,991
-102,422
164
$17.8M 0.21%
221,811
-3,032
165
$17.7M 0.21%
410,716
-44,688
166
$17.7M 0.2%
192,106
-600
167
$17.6M 0.2%
110,788
-17,716
168
$17.6M 0.2%
652,862
-190,771
169
$17.6M 0.2%
518,641
-46,555
170
$17.4M 0.2%
63,924
-8,824
171
$17.4M 0.2%
316,060
+52,082
172
$17.3M 0.2%
74,486
-13,944
173
$17.2M 0.2%
190,852
-12,492
174
$17.2M 0.2%
448,645
-70,419
175
$17.2M 0.2%
+141,682
5 6
7
8 9