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
$5.16B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$55.6M
3
+$54.3M
4
CVLT icon
Commault Systems
CVLT
+$54.1M
5
DBX icon
Dropbox
DBX
+$53.9M

Top Sells

1
+$69.7M
2
+$65.4M
3
+$64M
4
PSN icon
Parsons
PSN
+$62.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$62.4M

Sector Composition

1 Technology 25.04%
2 Financials 16.2%
3 Consumer Discretionary 14.07%
4 Healthcare 13.95%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.68M 0.09%
40,077
+6,315
202
$4.64M 0.09%
128,802
-40,014
203
$4.64M 0.09%
68,397
-9,216
204
$4.5M 0.09%
48,503
+9,299
205
$4.46M 0.09%
48,046
-13,504
206
$4.43M 0.09%
169,423
-15,961
207
$4.38M 0.08%
164,287
+34,189
208
$4.33M 0.08%
34,999
-11,450
209
$4.32M 0.08%
48,077
+788
210
$4.29M 0.08%
24,643
-7,641
211
$4.26M 0.08%
18,275
-35
212
$4.21M 0.08%
18,201
+3,639
213
$4.21M 0.08%
27,101
+4,083
214
$4.21M 0.08%
39,826
+12,271
215
$4.2M 0.08%
28,510
+7,159
216
$4.18M 0.08%
32,559
-94
217
$4.17M 0.08%
575
+115
218
$4.15M 0.08%
+39,804
219
$4.13M 0.08%
118,287
-21,578
220
$4.03M 0.08%
52,833
-321,228
221
$4M 0.08%
38,893
+6,057
222
$3.91M 0.08%
659,341
+15,247
223
$3.91M 0.08%
223,572
+87
224
$3.89M 0.08%
19,795
-3,912
225
$3.88M 0.08%
117,516
+5,607
7 8
9
10 11