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
$5.6B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$59.1M
3
+$58.1M
4
EA icon
Electronic Arts
EA
+$41.2M
5
UBER icon
Uber
UBER
+$39.3M

Top Sells

1
+$57.4M
2
+$56.4M
3
+$52.5M
4
HOLX icon
Hologic
HOLX
+$38.7M
5
EQH icon
Equitable Holdings
EQH
+$37.8M

Sector Composition

1 Technology 28.47%
2 Financials 15.87%
3 Consumer Discretionary 12.67%
4 Healthcare 12.64%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KFY icon
201
Korn Ferry
KFY
$3.48B
$5.19M 0.09%
70,767
+2,370
NXST icon
202
Nexstar Media Group
NXST
$5.74B
$5.15M 0.09%
29,751
+15,628
ENOV icon
203
Enovis
ENOV
$1.7B
$5.11M 0.09%
162,977
+498
SSB icon
204
SouthState Bank Corp
SSB
$9.02B
$5.05M 0.09%
54,881
+6,835
NMIH icon
205
NMI Holdings
NMIH
$2.95B
$5.03M 0.09%
119,228
-9,574
NVDA icon
206
NVIDIA
NVDA
$4.41T
$5M 0.09%
31,652
-341
UNP icon
207
Union Pacific
UNP
$137B
$4.91M 0.09%
21,345
+33
GEN icon
208
Gen Digital
GEN
$16.2B
$4.87M 0.09%
165,679
+27,978
EWBC icon
209
East-West Bancorp
EWBC
$14.8B
$4.86M 0.09%
48,136
+59
CPK icon
210
Chesapeake Utilities
CPK
$3.16B
$4.85M 0.09%
40,375
-1,028
DEO icon
211
Diageo
DEO
$50.9B
$4.68M 0.08%
46,445
-15,753
AIT icon
212
Applied Industrial Technologies
AIT
$9.75B
$4.62M 0.08%
19,865
+3,495
AAPL icon
213
Apple
AAPL
$4.23T
$4.57M 0.08%
22,286
-256,100
PNFP icon
214
Pinnacle Financial Partners
PNFP
$7.25B
$4.53M 0.08%
41,050
-10,404
NWE icon
215
NorthWestern Energy
NWE
$4.11B
$4.5M 0.08%
87,806
-2,382
TSN icon
216
Tyson Foods
TSN
$20.3B
$4.38M 0.08%
+78,303
OPCH icon
217
Option Care Health
OPCH
$4.87B
$4.33M 0.08%
133,389
+15,102
LOW icon
218
Lowe's Companies
LOW
$136B
$4.31M 0.08%
19,413
+1,138
WM icon
219
Waste Management
WM
$86.6B
$4.25M 0.08%
18,579
+378
POR icon
220
Portland General Electric
POR
$5.56B
$4.25M 0.08%
104,623
-3,251
ARMK icon
221
Aramark
ARMK
$9.75B
$4.17M 0.07%
99,555
-824
LFUS icon
222
Littelfuse
LFUS
$6.34B
$4.14M 0.07%
18,250
-1,545
WOR icon
223
Worthington Enterprises
WOR
$2.71B
$4.13M 0.07%
64,820
-6,981
THG icon
224
Hanover Insurance
THG
$6.6B
$4.12M 0.07%
24,232
-411
NSA icon
225
National Storage Affiliates Trust
NSA
$2.29B
$4.08M 0.07%
127,501
-2,283
7 8
9
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