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
201
$13.2M 0.16%
759,729
-99,379
202
$13.1M 0.16%
101,308
+7,184
203
$13M 0.16%
233,433
-4,766
204
$13M 0.16%
599,638
-132,298
205
$12.8M 0.15%
338,301
-136,690
206
$12.7M 0.15%
207,679
-49,710
207
$12.7M 0.15%
52,569
+3,062
208
$12.6M 0.15%
546,766
-112,425
209
$12.6M 0.15%
151,599
-24,555
210
$12.5M 0.15%
858,813
-127,827
211
$12.3M 0.15%
233,108
+4,259
212
$12.1M 0.14%
115,713
+5,308
213
$11.9M 0.14%
79,626
-74,083
214
$11.8M 0.14%
1,103,946
-219,604
215
$11.8M 0.14%
547,824
+4,246
216
$11.7M 0.14%
299,445
+44,882
217
$11.7M 0.14%
252,017
+44,697
218
$11.4M 0.14%
900,917
-198,815
219
$11.3M 0.13%
134,447
-21,121
220
$11.3M 0.13%
153,244
-26,033
221
$11.2M 0.13%
815,497
+109,335
222
$11.1M 0.13%
455,381
+21,726
223
$11.1M 0.13%
270,835
-135,139
224
$10.9M 0.13%
405,387
+8,711
225
$10.8M 0.13%
412,082
-72,370
7 8
9
10 11