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
176
$17.1M 0.2%
75,211
+1,929
177
$17.1M 0.2%
328,739
-37,268
178
$16.8M 0.19%
494,372
+64,134
179
$16M 0.19%
118,561
-28,007
180
$15.9M 0.18%
527,215
-93,062
181
$15.7M 0.18%
269,636
-43,248
182
$15.5M 0.18%
717,755
-119,497
183
$15.5M 0.18%
486,427
-56,368
184
$15.3M 0.18%
65,783
+672
185
$15.2M 0.18%
258,673
-27,724
186
$15M 0.17%
+793,024
187
$14.9M 0.17%
859,108
-126,005
188
$14.9M 0.17%
+197,884
189
$14.9M 0.17%
298,682
-38,400
190
$14.8M 0.17%
66,079
+14,697
191
$14.8M 0.17%
652,692
-86,253
192
$14.8M 0.17%
1,324,022
-159,583
193
$14.6M 0.17%
1,165,371
-257,504
194
$14.6M 0.17%
1,497,568
-50,826
195
$14M 0.16%
176,154
-23,999
196
$13.7M 0.16%
405,974
-50,001
197
$13.6M 0.16%
986,640
-101,168
198
$13.5M 0.16%
436,879
-55,975
199
$13.4M 0.16%
288,445
+2,356
200
$13.1M 0.15%
992,174
-184,938
6 7
8
9 10