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
176
$17.8M 0.21%
192,302
+196
177
$17.7M 0.21%
280,605
-48,134
178
$17.1M 0.2%
418,322
+7,606
179
$16.8M 0.2%
65,740
-43
180
$16.6M 0.2%
120,461
-18,378
181
$16.2M 0.19%
385,960
-62,685
182
$16.2M 0.19%
321,128
-147,399
183
$15.8M 0.19%
65,915
-164
184
$15.1M 0.18%
467,771
-18,656
185
$15M 0.18%
663,465
-54,290
186
$14.9M 0.18%
256,888
-1,785
187
$14.8M 0.18%
195,119
-2,765
188
$14.8M 0.18%
531,869
-221,487
189
$14.7M 0.18%
998,138
-167,233
190
$14.7M 0.18%
1,145,042
-178,980
191
$14.7M 0.17%
+607,680
192
$14.6M 0.17%
+279,521
193
$14.6M 0.17%
380,217
-56,662
194
$14.6M 0.17%
242,126
-27,510
195
$14.4M 0.17%
463,106
-64,109
196
$14.3M 0.17%
114,386
-4,175
197
$14M 0.17%
862,880
-129,294
198
$13.5M 0.16%
141,164
-22,205
199
$13.4M 0.16%
2,007,564
+3,853
200
$13.3M 0.16%
995,727
-501,841
6 7
8
9 10