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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.4M 0.11%
194,935
-6,308
227
$12.2M 0.11%
370,877
-18,064
228
$12.1M 0.11%
+279,187
229
$12.1M 0.11%
191,574
-12,048
230
$12M 0.11%
353,115
-126,738
231
$11.9M 0.11%
507,082
+14,582
232
$11.8M 0.11%
419,881
-57,964
233
$11.8M 0.11%
244,637
-18,135
234
$11.8M 0.11%
159,792
-13,917
235
$11.7M 0.11%
411,218
-90,298
236
$11.7M 0.1%
287,334
-41,954
237
$11.6M 0.1%
52,394
-224,499
238
$11.5M 0.1%
195,457
-23,720
239
$11.3M 0.1%
618,312
+23,352
240
$11.2M 0.1%
292,779
+11,082
241
$11.1M 0.1%
363,391
-36,869
242
$11.1M 0.1%
416,333
+20,521
243
$10.9M 0.1%
138,128
+23,311
244
$10.3M 0.09%
163,284
+3,664
245
$10.3M 0.09%
41,321
-13,293
246
$10.3M 0.09%
251,050
+46,975
247
$10.3M 0.09%
257,894
+51,967
248
$10.2M 0.09%
256,841
+10,789
249
$9.87M 0.09%
296,420
-33,405
250
$9.8M 0.09%
113,543
-41,314
8 9
10
11 12