WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.6B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$59.1M
3
+$58.1M
4
EA icon
Electronic Arts
EA
+$41.2M
5
UBER icon
Uber
UBER
+$39.3M

Top Sells

1
+$57.4M
2
+$56.4M
3
+$52.5M
4
HOLX icon
Hologic
HOLX
+$38.7M
5
EQH icon
Equitable Holdings
EQH
+$37.8M

Sector Composition

1 Technology 28.47%
2 Financials 15.87%
3 Consumer Discretionary 12.67%
4 Healthcare 12.64%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78M 1.39%
264,680
+10,003
2
$71.8M 1.28%
97,297
+5,026
3
$70.9M 1.27%
142,545
-12,753
4
$70.1M 1.25%
485,744
-112,159
5
$69.6M 1.24%
77,691
-4,434
6
$69M 1.23%
316,486
-60,210
7
$68.6M 1.22%
140,451
-34,917
8
$67.8M 1.21%
384,780
+33,451
9
$67.7M 1.21%
817,539
+110,434
10
$67M 1.2%
85,070
-9,257
11
$66.6M 1.19%
674,251
-161,139
12
$66.2M 1.18%
954,182
+58,021
13
$64.9M 1.16%
711,020
+71,081
14
$64.1M 1.14%
207,100
-5,688
15
$63.7M 1.14%
2,227,560
+86,534
16
$63.7M 1.14%
206,607
-12,164
17
$63.6M 1.13%
601,250
+32,580
18
$63.5M 1.13%
595,757
+20,630
19
$61M 1.09%
+361,772
20
$60.3M 1.08%
204,971
+1,622
21
$59.1M 1.06%
+757,804
22
$58.9M 1.05%
337,955
-22,400
23
$58.1M 1.04%
+1,069,012
24
$57.7M 1.03%
396,897
+27,763
25
$50.1M 0.89%
1,779,876
-431,991
1
2 3 4 5