WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.2M 0.11%
429,084
+178,119
227
$10.1M 0.11%
574,888
-19,175
228
$10.1M 0.11%
122,636
-18,915
229
$9.83M 0.1%
210,593
+1,266
230
$9.79M 0.1%
60,650
+175
231
$9.63M 0.1%
332,729
-6,861
232
$9.58M 0.1%
1,075,217
+15,100
233
$9.52M 0.1%
198,920
+146,784
234
$9.45M 0.1%
728,934
+2,826
235
$9.45M 0.1%
178,574
+600
236
$9.17M 0.1%
14,410
+150
237
$9.06M 0.1%
438,808
+13,650
238
$9.03M 0.1%
250,025
-4,125
239
$8.97M 0.1%
361,219
-4,773
240
$8.74M 0.09%
3,972,266
+1,368,895
241
$8.72M 0.09%
712,943
+3,400
242
$8.44M 0.09%
417,540
-4,650
243
$8.31M 0.09%
141,930
+6,096
244
$8.3M 0.09%
864,125
+1,350
245
$8.18M 0.09%
348,779
-5,350
246
$8.15M 0.09%
334,939
-428
247
$8.07M 0.09%
118,426
-4,628
248
$8M 0.09%
156,642
-24,300
249
$7.94M 0.08%
80,714
+2,820
250
$7.93M 0.08%
94,181
-7,890
8 9
10
11 12