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
201
$14.3M 0.18%
123,183
+13,849
202
$14.2M 0.18%
212,845
-26,029
203
$14.2M 0.18%
180,653
-14,502
204
$14.2M 0.18%
+600,452
205
$13.8M 0.17%
459,521
-40,549
206
$13.8M 0.17%
264,989
-15,243
207
$13.7M 0.17%
236,186
-16,509
208
$13.5M 0.17%
81,137
-6,107
209
$13.4M 0.17%
164,425
-2,051
210
$13M 0.16%
227,649
-16,788
211
$12.8M 0.16%
163,405
+14,187
212
$12.4M 0.15%
+474,577
213
$12.2M 0.15%
14,435
+129
214
$12.2M 0.15%
212,013
-15,691
215
$11.9M 0.15%
294,492
-169,085
216
$11M 0.14%
180,670
-13,293
217
$10.9M 0.14%
102,480
-8,007
218
$10.8M 0.13%
207,157
-6,006
219
$10.7M 0.13%
42,292
-7,385
220
$10.6M 0.13%
503,326
+174,598
221
$10.5M 0.13%
+251,533
222
$10.4M 0.13%
186,314
-14,866
223
$10.2M 0.13%
162,524
-12,981
224
$9.85M 0.12%
92,459
-6,766
225
$9.79M 0.12%
205,521
-17,449
7 8
9
10 11