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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.8M 0.22%
106,846
-3,020
177
$12.4M 0.21%
23,629
-1,339
178
$12.3M 0.21%
445,961
+11,158
179
$11.9M 0.2%
204,728
-11,469
180
$11.9M 0.2%
258,228
+5,061
181
$11.8M 0.2%
54,881
+384
182
$11M 0.19%
755,389
-5,605
183
$10.8M 0.18%
219,751
-2,601
184
$10.8M 0.18%
65,053
-46,506
185
$10.6M 0.18%
261,059
-90,123
186
$10.5M 0.18%
673,043
-22,862
187
$10.4M 0.18%
145,735
+24,733
188
$10.4M 0.18%
64,659
-715
189
$10.3M 0.17%
103,097
-10,129
190
$10.2M 0.17%
502,335
-301,877
191
$10.2M 0.17%
206,362
-4,088
192
$10.1M 0.17%
490,432
-27,873
193
$10M 0.17%
154,555
-8,427
194
$9.84M 0.17%
76,750
-1,106
195
$9.63M 0.16%
525,385
-37,090
196
$9.57M 0.16%
244,509
-10,253
197
$9.57M 0.16%
540,780
-124,224
198
$9.11M 0.15%
272,958
+21,490
199
$9.1M 0.15%
767,090
+35,195
200
$9.04M 0.15%
+30,744
6 7
8
9 10