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
151
$18.8M 0.23%
89,023
-19,487
152
$18.8M 0.23%
518,178
+27,914
153
$18.7M 0.23%
816,327
+85,202
154
$18.6M 0.23%
265,202
-50,854
155
$18.6M 0.23%
112,858
-6,099
156
$18.5M 0.23%
267,401
+18,443
157
$18.5M 0.23%
85,983
+3,143
158
$18.5M 0.23%
523,584
-50,181
159
$18.4M 0.23%
124,121
+122,743
160
$18.3M 0.23%
+162,077
161
$18.2M 0.23%
459,059
-14,279
162
$18.2M 0.23%
132,530
-39,555
163
$18.2M 0.23%
157,971
-15,677
164
$18.2M 0.22%
831,663
-59,431
165
$18.1M 0.22%
154,544
+1,103
166
$18.1M 0.22%
520,078
-60,572
167
$18.1M 0.22%
383,269
-30,089
168
$18.1M 0.22%
194,331
-523
169
$17.6M 0.22%
356,156
+49,917
170
$17.5M 0.22%
58,566
-604
171
$17.5M 0.22%
402,762
+62,896
172
$17.4M 0.22%
1,062,494
-159,280
173
$17.2M 0.21%
285,727
-23,209
174
$17.2M 0.21%
78,785
+183
175
$17.2M 0.21%
115,816
-7,431
5 6
7
8 9