WCM
Wedge Capital Management Portfolio holdings
AUM
$5.57B
1-Year Est. Return
27.78%
This Fund
S&P 500
1 Year Est. Return
+27.78%
AUM
$5.9B
AUM Growth
+$300M
(+5.4%)
Holding
551
Top Buys
| 1 | +$65.6M | |
| 2 | +$59.9M | |
| 3 | +$59.8M | |
| 4 |
InterDigital
IDCC
|
+$52.9M |
| 5 |
Voya Financial
VOYA
|
+$36.1M |
Top Sells
| 1 | +$63.6M | |
| 2 | +$40.1M | |
| 3 | +$39.2M | |
| 4 |
Wells Fargo
WFC
|
+$38.2M |
| 5 |
SNV
Synovus
SNV
|
+$36.4M |
Sector Composition
| 1 | Technology | 31.86% |
| 2 | Financials | 14.99% |
| 3 | Consumer Discretionary | 12.84% |
| 4 | Healthcare | 12.25% |
| 5 | Industrials | 10.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Lam Research
LRCX
$271B
| $83.3M | 1.41% |
622,436
+619,933
|
|
||
2
KLA
KLAC
$189B
| $79.2M | 1.34% |
73,398
-4,293
|
|
||
3
Nextpower Inc
NXT
$15.4B
| $76.9M | 1.3% |
1,039,010
-30,002
|
|
||
4
Seagate
STX
$80.1B
| $75.3M | 1.27% |
318,860
-166,884
|
|
||
5
TE Connectivity
TEL
$62.2B
| $73.3M | 1.24% |
334,111
-27,661
|
|
||
6
Amphenol
APH
$159B
| $73.2M | 1.24% |
591,796
-82,455
|
|
||
7
SS&C Technologies
SSNC
$18.3B
| $73M | 1.24% |
822,524
+4,985
|
|
||
8
Microsoft
MSFT
$3T
| $72.7M | 1.23% |
140,323
-2,222
|
|
||
9
Curtiss-Wright
CW
$26.8B
| $72.4M | 1.23% |
133,317
-7,134
|
|
||
10
Alphabet (Google) Class A
GOOGL
$3.67T
| $70.3M | 1.19% |
289,387
-95,393
|
|
||
11
Fabrinet
FN
$20.8B
| $70.2M | 1.19% |
192,572
-72,108
|
|
||
12
NetApp
NTAP
$19.8B
| $69.8M | 1.18% |
589,025
-6,732
|
|
||
13
Dropbox
DBX
$6.1B
| $69.1M | 1.17% |
2,287,185
+59,625
|
|
||
14
Meta Platforms (Facebook)
META
$1.66T
| $69.1M | 1.17% |
94,025
-3,272
|
|
||
15
Arista Networks
ANET
$157B
| $68M | 1.15% |
466,470
+464,396
|
|
||
|
16
InterDigital
IDCC
$9.73B
| $67.3M | 1.14% |
+194,891
|
|
||
17
F5
FFIV
$15.7B
| $65.8M | 1.11% |
203,665
-1,306
|
|
||
18
Autodesk
ADSK
$53.7B
| $65.8M | 1.11% |
207,077
-23
|
|
||
19
Jabil
JBL
$26.8B
| $65.2M | 1.1% |
300,327
-16,159
|
|
||
20
Cisco
CSCO
$312B
| $64.9M | 1.1% |
947,846
-6,336
|
|
||
21
Commault Systems
CVLT
$3.75B
| $64.7M | 1.1% |
342,740
+4,785
|
|
||
22
Cadence Design Systems
CDNS
$82B
| $64.1M | 1.09% |
182,403
-24,204
|
|
||
23
Intuit
INTU
$121B
| $63.8M | 1.08% |
93,496
+8,426
|
|
||
24
Zoom
ZM
$21.8B
| $63.4M | 1.07% |
+767,965
|
|
||
25
Cognizant
CTSH
$30.8B
| $60.8M | 1.03% |
907,233
+149,429
|
|