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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.9M 0.11%
427,005
+20,265
227
$10.7M 0.11%
276,961
-9,908
228
$10.3M 0.11%
730,397
-21,413
229
$10.2M 0.11%
423,223
-44,857
230
$10.2M 0.11%
336,136
-109,673
231
$9.86M 0.1%
642,641
-29,496
232
$9.6M 0.1%
330,557
-5,365
233
$9.32M 0.1%
694,186
-24,198
234
$9.27M 0.1%
342,774
-26,754
235
$9.25M 0.1%
859,255
+791,555
236
$9.22M 0.1%
366,197
-15,337
237
$8.95M 0.09%
101,277
+2,333
238
$8.57M 0.09%
128,645
-14,345
239
$8.46M 0.09%
195,092
-900
240
$8.43M 0.09%
355,534
-14,887
241
$8.41M 0.09%
86,219
-5,325
242
$8.38M 0.09%
123,090
+1,200
243
$8.35M 0.09%
160,100
-19,125
244
$8.34M 0.09%
186,435
-5,200
245
$8.32M 0.09%
125,335
-150
246
$8.31M 0.09%
149,769
+2,214
247
$8.22M 0.09%
128,977
-13,636
248
$8.22M 0.09%
95,301
-11,610
249
$8.18M 0.09%
399,561
+89,825
250
$8.16M 0.09%
246,825
+22,600
8 9
10
11 12