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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$40.5M
3
+$37M
4
DKS icon
Dick's Sporting Goods
DKS
+$36.2M
5
MAT icon
Mattel
MAT
+$35.1M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
KLAC icon
KLA
KLAC
+$40.9M
5
HPQ icon
HP
HPQ
+$38.7M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.5M 1.07%
2,280,108
+106,013
2
$63.1M 1.07%
407,434
+323,353
3
$53.4M 0.9%
326,585
+16,649
4
$53.3M 0.9%
670,713
+118,505
5
$51.9M 0.88%
1,837,576
-13,044
6
$51.3M 0.87%
370,890
+39,123
7
$50.8M 0.86%
322,535
+4,506
8
$50.7M 0.86%
1,032,052
+216,473
9
$50.4M 0.85%
182,093
+6,368
10
$50M 0.85%
194,506
+39,652
11
$50M 0.85%
802,829
+33,903
12
$50M 0.85%
870,523
+233,715
13
$49.6M 0.84%
317,918
+53,045
14
$49.6M 0.84%
441,668
+58,595
15
$49.5M 0.84%
127,929
+14,133
16
$49.4M 0.84%
1,474,468
+170,068
17
$49.1M 0.83%
261,249
+35,515
18
$48.1M 0.82%
436,220
+73,891
19
$47.9M 0.81%
773,779
+136,132
20
$47.6M 0.81%
421,638
+100,885
21
$47.5M 0.8%
1,671,942
-27,901
22
$46.8M 0.79%
401,360
-14,568
23
$46.5M 0.79%
264,141
+76,307
24
$45.4M 0.77%
924,425
+24,924
25
$45.2M 0.76%
162,754
-18,240
1
2 3 4 5