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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.2M 0.11%
829,281
+994
227
$11.1M 0.11%
146,430
+45,422
228
$11M 0.11%
367,733
+435
229
$11M 0.11%
542,743
-5,098
230
$10.9M 0.11%
325,350
+1,290
231
$10.4M 0.1%
600,940
+2,068
232
$10.1M 0.1%
408,356
+76,558
233
$10M 0.1%
156,827
-24,968
234
$9.98M 0.1%
222,301
+19,078
235
$9.81M 0.1%
199,248
-343
236
$9.8M 0.1%
338,961
-169,720
237
$9.69M 0.1%
224,660
-26,668
238
$9.6M 0.1%
483,469
-1,376
239
$9.58M 0.1%
543,840
-3,172
240
$9.49M 0.1%
54,307
-2,962
241
$9.35M 0.09%
118,876
-2,178
242
$9.17M 0.09%
342,726
+255
243
$9.02M 0.09%
105,688
+11,633
244
$8.7M 0.09%
162,687
-13,811
245
$8.4M 0.08%
98,298
+873
246
$8.4M 0.08%
237,220
-4,031
247
$8.35M 0.08%
203,744
-13,150
248
$8.29M 0.08%
430,369
+3,374
249
$8.21M 0.08%
143,828
-282
250
$8.19M 0.08%
133,874
-4,867
8 9
10
11 12