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
201
$12.8M 0.15%
753,356
-114,372
202
$12.8M 0.15%
284,141
-43,375
203
$12.4M 0.14%
163,369
-22,772
204
$11.9M 0.14%
179,277
-26,908
205
$11.8M 0.14%
155,568
-22,834
206
$11.5M 0.13%
659,191
-76,032
207
$11.5M 0.13%
69,701
-8,959
208
$11.3M 0.13%
103,054
-12,892
209
$11.2M 0.13%
731,936
-112,636
210
$11.1M 0.13%
94,124
+454
211
$10.7M 0.12%
284,651
-48,406
212
$10.7M 0.12%
484,452
-237,792
213
$10.4M 0.12%
1,099,732
+276,135
214
$10.4M 0.12%
257,389
+189,995
215
$10.3M 0.12%
312,998
-49,491
216
$10.3M 0.12%
49,507
-7,275
217
$10.3M 0.12%
543,578
+515,292
218
$10.1M 0.12%
1,508,729
-240,710
219
$9.91M 0.11%
532,132
+112,002
220
$9.82M 0.11%
238,199
+3,982
221
$9.7M 0.11%
706,162
+160
222
$9.62M 0.11%
2,003,711
+58,111
223
$9.34M 0.11%
142,597
-20,738
224
$9.32M 0.11%
110,405
+872
225
$9.32M 0.11%
480,061
-71,136
7 8
9
10 11