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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$76M
3
+$71.9M
4
KEYS icon
Keysight
KEYS
+$70.6M
5
EVR icon
Evercore
EVR
+$37.6M

Top Sells

1
+$81.6M
2
+$62.2M
3
+$50.9M
4
CERN
Cerner Corp
CERN
+$50.7M
5
JKHY icon
Jack Henry & Associates
JKHY
+$50.6M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 1.74%
5,189,860
-1,416,757
2
$125M 1.67%
2,202,773
-93,671
3
$114M 1.53%
863,235
+163,535
4
$105M 1.4%
964,859
-62,384
5
$104M 1.39%
967,422
+189,668
6
$98.2M 1.31%
1,051,774
-50,496
7
$89.7M 1.2%
628,475
+533,214
8
$88.3M 1.18%
1,738,161
+227,853
9
$87.8M 1.17%
805,000
-123,899
10
$87.2M 1.17%
1,769,906
+91,168
11
$80.1M 1.07%
3,080,450
+4,683
12
$79.9M 1.07%
1,813,225
+267,524
13
$78.6M 1.05%
2,578,565
+259,764
14
$77.4M 1.04%
1,091,147
-191,288
15
$76.4M 1.02%
3,113,455
-25,615
16
$76M 1.02%
+2,806,220
17
$75.4M 1.01%
5,575,480
-660,000
18
$75.4M 1.01%
358,292
+44,148
19
$74.5M 1%
541,181
+139,272
20
$74M 0.99%
173,996
+41,394
21
$73.6M 0.98%
635,234
-73,254
22
$72.9M 0.98%
1,225,758
+320,550
23
$72.7M 0.97%
658,058
+138,488
24
$72.7M 0.97%
681,548
+106,517
25
$71.9M 0.96%
+370,890
1
2 3 4 5