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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.02M 0.11%
+158,001
227
$6.96M 0.11%
213,217
-6,502
228
$6.95M 0.11%
327,265
-16,277
229
$6.92M 0.11%
41,417
-1,139
230
$6.88M 0.11%
155,052
-9,233
231
$6.87M 0.11%
33,918
-1,849
232
$6.83M 0.11%
53,381
+4,334
233
$6.83M 0.11%
69,711
-3,267
234
$6.78M 0.11%
66,863
-3,747
235
$6.77M 0.11%
66,045
-2,273
236
$6.65M 0.11%
217,222
+29,005
237
$6.65M 0.11%
119,825
-2,711
238
$6.63M 0.11%
92,217
-24,872
239
$6.6M 0.11%
190,030
-6,722
240
$6.6M 0.11%
71,042
-2,951
241
$6.58M 0.11%
190,133
+26,839
242
$6.57M 0.11%
+82,567
243
$6.52M 0.11%
129,470
-3,005
244
$6.5M 0.1%
109,776
-8,472
245
$6.45M 0.1%
81,400
-2,427
246
$6.43M 0.1%
256,813
-47,982
247
$6.4M 0.1%
62,582
+6,416
248
$6.39M 0.1%
74,960
-2,318
249
$6.38M 0.1%
76,846
-1,428
250
$6.36M 0.1%
104,775
+2,225
8 9
10
11 12