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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.39M 0.12%
175,505
-6,471
227
$9.28M 0.12%
101,818
+10,657
228
$9.27M 0.12%
818,508
-10,953
229
$9.17M 0.12%
433,558
-29,233
230
$9.17M 0.12%
72,643
-2,695
231
$9.15M 0.12%
62,817
-3,179
232
$9.08M 0.12%
119,110
-1,955
233
$9.01M 0.12%
420,653
-16,337
234
$8.97M 0.12%
418,850
+68,649
235
$8.9M 0.12%
765,666
+1,415
236
$8.87M 0.11%
212,177
-16,000
237
$8.84M 0.11%
+298,686
238
$8.83M 0.11%
22,606
+969
239
$8.83M 0.11%
97,885
-408
240
$8.79M 0.11%
222,970
-9,273
241
$8.7M 0.11%
590,908
-55,896
242
$8.56M 0.11%
217,373
-2,160
243
$8.54M 0.11%
146,545
-10,083
244
$8.47M 0.11%
673,794
-51,324
245
$8.37M 0.11%
99,225
-8,222
246
$8.31M 0.11%
60,490
-5,894
247
$8.26M 0.11%
92,819
-2,496
248
$8.24M 0.11%
174,915
-8,157
249
$8.22M 0.11%
328,728
+8,835
250
$8.19M 0.11%
262,666
+8,555
8 9
10
11 12