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
$7.27B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$57.6M
3
+$54M
4
DOX icon
Amdocs
DOX
+$51.1M
5
LMT icon
Lockheed Martin
LMT
+$50M

Top Sells

1
+$45.5M
2
+$39.8M
3
+$39.7M
4
CDW icon
CDW
CDW
+$37.1M
5
TSN icon
Tyson Foods
TSN
+$36.7M

Sector Composition

1 Financials 19%
2 Technology 15.45%
3 Industrials 13.65%
4 Consumer Discretionary 11.19%
5 Healthcare 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$131M 1.8%
6,606,617
+687,468
2
$104M 1.43%
2,296,444
+195,858
3
$99.2M 1.36%
1,027,243
+79,283
4
$97.8M 1.34%
3,139,070
+279,844
5
$92.7M 1.27%
928,899
+83,598
6
$90.4M 1.24%
1,102,270
+81,200
7
$89.5M 1.23%
1,510,308
+107,487
8
$88.6M 1.22%
1,282,435
-2,087
9
$85.3M 1.17%
185,002
+10,689
10
$81.6M 1.12%
2,104,466
+300,252
11
$81.1M 1.11%
699,700
-96,694
12
$78.7M 1.08%
1,678,738
+349,238
13
$75.6M 1.04%
1,800,336
+94,013
14
$72.7M 1%
164,490
-2,791
15
$72.2M 0.99%
777,754
-61,144
16
$69.3M 0.95%
3,075,767
+376,383
17
$69.2M 0.95%
5,679,249
+403,818
18
$68.7M 0.94%
1,959,728
-169,014
19
$68M 0.93%
2,318,801
+952,942
20
$64.6M 0.89%
708,488
+106,684
21
$63.9M 0.88%
314,144
+55,172
22
$62.7M 0.86%
1,545,701
+485,334
23
$62.5M 0.86%
2,121,371
+347,979
24
$59.4M 0.82%
401,909
+399,287
25
$59.2M 0.81%
6,235,480
+378,960
1
2 3 4 5