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
176
$14.6M 0.19%
263,978
-36,623
177
$14.1M 0.19%
337,082
+1,234
178
$14M 0.19%
192,706
-28,307
179
$14M 0.19%
128,504
+2,521
180
$14M 0.19%
1,330,571
+5,000
181
$13.9M 0.19%
65,111
-10,331
182
$13.6M 0.18%
985,113
-2,278
183
$13.3M 0.18%
722,244
-36,282
184
$13.3M 0.18%
+384,439
185
$13.2M 0.18%
+738,945
186
$12.7M 0.17%
200,153
+848
187
$12.6M 0.17%
333,057
+8,996
188
$12.4M 0.17%
51,382
+3,739
189
$12.4M 0.17%
1,087,808
+13,378
190
$12.1M 0.16%
1,290,928
+24,599
191
$11.7M 0.16%
286,089
-35,078
192
$11.6M 0.16%
867,728
-3,229
193
$11.3M 0.15%
455,975
-2,997
194
$11M 0.15%
492,854
+2,687
195
$10.6M 0.14%
93,670
+3,330
196
$10.5M 0.14%
186,141
-2,769
197
$10.4M 0.14%
115,946
+915
198
$10.4M 0.14%
284,523
+10,350
199
$10M 0.13%
178,402
+2,973
200
$9.81M 0.13%
78,660
-15,181
6 7
8
9 10