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
176
$17.1M 0.21%
51,607
-7,706
177
$17.1M 0.21%
147,007
+396
178
$17M 0.21%
707,261
+88,976
179
$17M 0.21%
636,935
+46,861
180
$16.9M 0.21%
57,874
-105
181
$16.9M 0.21%
202,211
-15,152
182
$16.8M 0.21%
71,206
-369
183
$16.7M 0.21%
387,977
+43,174
184
$16.6M 0.21%
230,572
-32,980
185
$16.6M 0.21%
97,690
+93,797
186
$16.5M 0.2%
873,887
+187,576
187
$16.3M 0.2%
355,867
-23,837
188
$16M 0.2%
197,163
-16,365
189
$15.9M 0.2%
200,709
-14,074
190
$15.7M 0.19%
833,828
-70,600
191
$15.6M 0.19%
794,744
-131,145
192
$15.5M 0.19%
1,430,475
+7,895
193
$15.4M 0.19%
+676,655
194
$15.2M 0.19%
215,608
+14,135
195
$15.2M 0.19%
89,691
-13,347
196
$15.1M 0.19%
393,483
-34,996
197
$15M 0.19%
364,186
-75,139
198
$15M 0.19%
304,758
-18,155
199
$14.9M 0.18%
217,109
-654,997
200
$14.8M 0.18%
113,019
-7,752
6 7
8
9 10