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
$5.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$62.5M
3
+$61.4M
4
GDDY icon
GoDaddy
GDDY
+$60.3M
5
LMT icon
Lockheed Martin
LMT
+$58.6M

Top Sells

1
+$62.7M
2
+$61.9M
3
+$61.9M
4
ADI icon
Analog Devices
ADI
+$61.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$44.3M

Sector Composition

1 Technology 23.87%
2 Financials 15.85%
3 Consumer Discretionary 15.78%
4 Healthcare 13.75%
5 Industrials 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.7M 1.15%
116,580
+113,203
2
$66.5M 1.15%
692,720
-150,212
3
$66.1M 1.14%
283,813
-61,338
4
$65.5M 1.13%
152,245
-13,908
5
$64.9M 1.12%
397,966
-103,902
6
$64.1M 1.11%
386,249
-42,489
7
$62.9M 1.09%
401,249
+384,386
8
$62.5M 1.08%
+602,953
9
$62.2M 1.07%
710,672
-164,001
10
$62M 1.07%
306,787
+19,100
11
$61.4M 1.06%
+278,776
12
$60.7M 1.05%
930,791
-95,743
13
$60.4M 1.04%
78,047
-3,532
14
$60.3M 1.04%
354,389
+51,879
15
$60.2M 1.04%
118,821
-32,874
16
$59.9M 1.03%
734,080
+83,020
17
$59.9M 1.03%
41,953
-7,975
18
$59.6M 1.03%
444,305
-114,524
19
$59.4M 1.03%
219,190
-704
20
$59.1M 1.02%
478,448
-41,222
21
$59M 1.02%
362,239
-75,699
22
$58.6M 1.01%
+100,283
23
$57.5M 0.99%
92,540
-13,790
24
$57.3M 0.99%
738,528
-354,511
25
$57.2M 0.99%
645,531
-103,582
1
2 3 4 5