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
$5.16B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$55.6M
3
+$54.3M
4
CVLT icon
Commault Systems
CVLT
+$54.1M
5
DBX icon
Dropbox
DBX
+$53.9M

Top Sells

1
+$69.7M
2
+$65.4M
3
+$64M
4
PSN icon
Parsons
PSN
+$62.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$62.4M

Sector Composition

1 Technology 25.04%
2 Financials 16.2%
3 Consumer Discretionary 14.07%
4 Healthcare 13.95%
5 Industrials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.8M 1.2%
278,386
-9,569
2
$59.1M 1.14%
707,105
+649,864
3
$58.8M 1.14%
326,689
-18,902
4
$58.6M 1.13%
639,939
-178,082
5
$58.3M 1.13%
155,298
-2,824
6
$57.9M 1.12%
94,327
-6,654
7
$57.2M 1.11%
2,141,026
+2,017,997
8
$56.9M 1.1%
369,134
-86,749
9
$56.8M 1.1%
360,355
+342,656
10
$56.4M 1.09%
110,141
-30,861
11
$55.8M 1.08%
82,125
-22,679
12
$55.7M 1.08%
+212,788
13
$55.6M 1.08%
218,771
-534
14
$55.6M 1.08%
+175,368
15
$55.3M 1.07%
896,161
-223,374
16
$54.8M 1.06%
835,390
-73,980
17
$54.7M 1.06%
568,670
-154,122
18
$54.3M 1.05%
351,329
-29,568
19
$54.1M 1.05%
203,349
-64,886
20
$53.2M 1.03%
92,271
-19,834
21
$51.3M 0.99%
+376,696
22
$50.8M 0.98%
+597,903
23
$50.5M 0.98%
575,127
+28,485
24
$50.3M 0.97%
254,677
-32,854
25
$45.1M 0.87%
130,587
+14,512
1
2 3 4 5