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
151
$21M 0.25%
99,685
-13,070
152
$20.8M 0.25%
+89,943
153
$20.6M 0.25%
246,317
-25,971
154
$20.2M 0.24%
309,292
-51,837
155
$20.1M 0.24%
615,818
-37,044
156
$19.9M 0.24%
60,569
-13,917
157
$19.9M 0.24%
186,318
-4,534
158
$19.9M 0.24%
+153,488
159
$19.8M 0.24%
138,090
-40,108
160
$19.8M 0.24%
62,836
-1,088
161
$19.8M 0.24%
176,691
-19,552
162
$19.7M 0.24%
418,333
-75,227
163
$19.5M 0.23%
107,787
-3,001
164
$19.5M 0.23%
215,689
-6,122
165
$19.4M 0.23%
280,676
-174,176
166
$19.2M 0.23%
1,068,897
-1,092,497
167
$19M 0.23%
317,578
+1,518
168
$19M 0.23%
73,202
-2,009
169
$18.8M 0.22%
326,587
-59,291
170
$18.8M 0.22%
107,924
-137,144
171
$18.7M 0.22%
792,268
+139,576
172
$18.6M 0.22%
456,898
-37,474
173
$18.3M 0.22%
+225,990
174
$18.2M 0.22%
511,283
-7,358
175
$18.2M 0.22%
993,386
-156,888
5 6
7
8 9