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
201
$9.73M 0.13%
735,223
+89,858
202
$9.62M 0.13%
56,782
+13,488
203
$9.32M 0.12%
206,185
+1,309
204
$9.32M 0.12%
338,472
-13,098
205
$8.89M 0.12%
1,422,875
+19,237
206
$8.83M 0.12%
327,516
+3,005
207
$8.62M 0.12%
11,339
-777
208
$8.42M 0.11%
551,197
-9,787
209
$8.07M 0.11%
550,555
-2,816
210
$8.04M 0.11%
234,217
-20,218
211
$8.01M 0.11%
243,871
-31,359
212
$7.89M 0.11%
109,533
-22,850
213
$7.88M 0.11%
253,200
+3,296
214
$7.75M 0.1%
362,489
+3,320
215
$7.69M 0.1%
224,292
-71,830
216
$7.62M 0.1%
302,688
-39,181
217
$7.53M 0.1%
121,088
-24,125
218
$7.47M 0.1%
427,976
-50,141
219
$7.41M 0.1%
33,430
-21,624
220
$7.29M 0.1%
164,922
+1,015
221
$7.25M 0.1%
1,177,112
-1,790
222
$7.24M 0.1%
477,247
+8,535
223
$7.22M 0.1%
200,494
+2,674
224
$7.13M 0.1%
69,908
+1,305
225
$7.12M 0.1%
367,166
+2,490
7 8
9
10 11