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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$66.9M
3
+$65.7M
4
HPQ icon
HP
HPQ
+$65M
5
ORCL icon
Oracle
ORCL
+$59.4M

Top Sells

1
+$66.1M
2
+$60.7M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$44.9M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.17%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.9M 1.19%
2,014,393
-35,638
2
$89.7M 1.11%
1,792,723
+104,319
3
$80.3M 0.99%
426,302
+2,136
4
$74.3M 0.92%
362,710
-14,927
5
$74.1M 0.92%
542,726
-43,002
6
$72.8M 0.9%
410,023
-69,190
7
$71.5M 0.88%
172,420
-38,770
8
$71.4M 0.88%
212,336
-34,427
9
$71.4M 0.88%
393,236
-75,610
10
$71.2M 0.88%
382,036
-46,394
11
$70.8M 0.88%
211,676
-16,206
12
$70.7M 0.88%
1,617,534
-267,216
13
$70.7M 0.88%
288,966
-54,653
14
$70M 0.87%
445,076
-43,303
15
$70M 0.87%
1,030,485
-486,204
16
$69.8M 0.86%
535,814
+45,339
17
$68.8M 0.85%
1,371,418
-234,474
18
$68.4M 0.85%
424,095
-55,280
19
$68.2M 0.84%
330,091
-78,386
20
$68M 0.84%
+1,893,532
21
$67.6M 0.84%
157,165
-44,954
22
$67.6M 0.84%
734,368
-4,795
23
$67M 0.83%
112,559
-11,421
24
$66.9M 0.83%
+753,997
25
$66.5M 0.82%
924,530
-238,630
1
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