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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.3M 0.11%
794,532
-9,869
227
$10.2M 0.11%
+360,440
228
$9.68M 0.1%
207,067
-30,968
229
$9.54M 0.1%
261,693
+7,543
230
$9.46M 0.1%
184,399
-48,146
231
$9.31M 0.1%
330,213
+142,973
232
$9.29M 0.1%
611,500
-6,276
233
$9.22M 0.1%
186,393
-38,062
234
$9.22M 0.1%
56,651
+1,386
235
$9.2M 0.1%
315,482
-10,011
236
$9.14M 0.1%
251,310
-468,412
237
$9.14M 0.1%
123,883
+4,363
238
$9.12M 0.1%
186,750
+420
239
$9M 0.09%
140,742
-9,353
240
$8.93M 0.09%
80,101
+887
241
$8.86M 0.09%
66,487
+167
242
$8.8M 0.09%
556,375
-291,991
243
$8.74M 0.09%
126,372
-11,764
244
$8.72M 0.09%
224,515
+3,259
245
$8.63M 0.09%
242,170
+18,580
246
$8.58M 0.09%
130,973
+10,354
247
$8.53M 0.09%
172,011
+12,531
248
$8.45M 0.09%
98,704
+8,289
249
$8.44M 0.09%
79,063
-5,687
250
$8.4M 0.09%
365,885
+236,704
8 9
10
11 12