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
$8.63B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$75.3M
3
+$73.7M
4
ORCL icon
Oracle
ORCL
+$72.5M
5
CDW icon
CDW
CDW
+$70.8M

Top Sells

1
+$125M
2
+$70.6M
3
+$69.7M
4
LMT icon
Lockheed Martin
LMT
+$68.7M
5
ACN icon
Accenture
ACN
+$67.1M

Sector Composition

1 Financials 20.18%
2 Technology 18.23%
3 Consumer Discretionary 14.16%
4 Industrials 12.53%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$153M 1.78%
4,304,359
-885,501
2
$118M 1.36%
785,520
-77,715
3
$114M 1.33%
832,628
-134,794
4
$109M 1.26%
862,305
-102,554
5
$105M 1.22%
+1,952,388
6
$99.8M 1.16%
1,036,329
-15,445
7
$97.7M 1.13%
1,759,520
+21,359
8
$97.6M 1.13%
1,515,316
-249,961
9
$96.6M 1.12%
4,950,698
-834,013
10
$90.8M 1.05%
658,690
-146,310
11
$89M 1.03%
2,622,070
-491,385
12
$89M 1.03%
2,349,528
-730,922
13
$84M 0.97%
511,839
-116,636
14
$83.8M 0.97%
2,516,955
+420,122
15
$83.3M 0.97%
2,660,235
+81,670
16
$82.9M 0.96%
1,644,393
-168,832
17
$81.9M 0.95%
1,641,046
-128,860
18
$79.6M 0.92%
600,175
-35,059
19
$79.2M 0.92%
580,861
-100,687
20
$78.5M 0.91%
580,105
+8,659
21
$75.4M 0.87%
137,541
-23,314
22
$75.3M 0.87%
1,679,673
-406,563
23
$75.3M 0.87%
+1,001,644
24
$74.9M 0.87%
336,801
-21,491
25
$74.7M 0.87%
943,701
-147,446
1
2 3 4 5