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
201
$8.61M 0.15%
57,961
+8,838
202
$8.57M 0.15%
168,247
-5,633
203
$8.45M 0.14%
34,752
-292
204
$8.44M 0.14%
154,216
-8,361
205
$8.38M 0.14%
118,544
+141
206
$8.24M 0.14%
165,276
-2,704
207
$8.16M 0.14%
74,188
-17,523
208
$8.11M 0.14%
187,662
-6,874
209
$8.09M 0.14%
625,442
-29,331
210
$7.73M 0.13%
95,430
-5,221
211
$7.68M 0.13%
140,377
-96,202
212
$7.42M 0.13%
211,122
-17,064
213
$7.35M 0.12%
633,463
-30,484
214
$7.14M 0.12%
36,652
-1,535
215
$7.08M 0.12%
539,852
-17,522
216
$7.06M 0.12%
100,398
-3,508
217
$7.06M 0.12%
12,409
+218
218
$7.03M 0.12%
117,089
-7,826
219
$6.92M 0.12%
136,224
+26,996
220
$6.91M 0.12%
72,222
+11,762
221
$6.75M 0.11%
13,368
-1,813
222
$6.64M 0.11%
144,925
-7,033
223
$6.61M 0.11%
68,547
-1,209
224
$6.4M 0.11%
343,542
-11,832
225
$6.37M 0.11%
350,942
-12,480
7 8
9
10 11