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
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$67M
3
+$65M
4
HPQ icon
HP
HPQ
+$64.1M
5
INTC icon
Intel
INTC
+$63.9M

Top Sells

1
+$80.5M
2
+$71.3M
3
+$70.7M
4
BAH icon
Booz Allen Hamilton
BAH
+$69.2M
5
SBNY
Signature Bank
SBNY
+$62.8M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 1.47%
2,727,250
-1,577,109
2
$91.3M 1.09%
684,473
-148,155
3
$85.2M 1.01%
621,066
-241,239
4
$83.3M 0.99%
440,878
-70,961
5
$82.8M 0.99%
3,401,520
-1,549,178
6
$79.4M 0.95%
799,682
-236,647
7
$77.8M 0.93%
1,796,938
-155,450
8
$72.6M 0.86%
818,706
-696,610
9
$72.2M 0.86%
1,213,426
-546,094
10
$71.7M 0.85%
217,025
-61,506
11
$70.3M 0.84%
1,181,680
-303,370
12
$69.6M 0.83%
521,271
-292,554
13
$69.3M 0.83%
1,752,529
-869,541
14
$68.7M 0.82%
2,044,584
-615,651
15
$68.4M 0.81%
302,413
-277,692
16
$68.4M 0.81%
+1,642,820
17
$67.5M 0.8%
1,550,300
-318,295
18
$67M 0.8%
+321,196
19
$66.7M 0.79%
2,022,254
-105,570
20
$66M 0.79%
1,229,122
+466,985
21
$66M 0.79%
460,250
-103,071
22
$65.9M 0.78%
480,774
-100,087
23
$65.5M 0.78%
277,846
-58,955
24
$65.3M 0.78%
4,892,880
-428,840
25
$65M 0.77%
+354,111
1
2 3 4 5