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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.97M 0.1%
69,269
-26,072
227
$4.97M 0.1%
130,504
-77,907
228
$4.96M 0.1%
70,971
-12,139
229
$4.85M 0.1%
173,083
+12,624
230
$4.78M 0.09%
342,650
-217,668
231
$4.77M 0.09%
673,065
-667,411
232
$4.75M 0.09%
40,753
-22,090
233
$4.56M 0.09%
+100,616
234
$4.55M 0.09%
215,978
-254,708
235
$4.54M 0.09%
38,492
-10,353
236
$4.43M 0.09%
112,484
-56,637
237
$4.37M 0.09%
77,666
-129,728
238
$4.32M 0.09%
57,955
-78,480
239
$4.23M 0.08%
29,517
-173,937
240
$4.2M 0.08%
77,367
-35,991
241
$4.19M 0.08%
43,378
-25,026
242
$4.17M 0.08%
+70,176
243
$4.17M 0.08%
423,857
-122,279
244
$4.16M 0.08%
5,732
+2
245
$4.12M 0.08%
+107,935
246
$4M 0.08%
113,285
-58,685
247
$3.98M 0.08%
41,435
-27,755
248
$3.95M 0.08%
286,035
-133,299
249
$3.93M 0.08%
+283,658
250
$3.9M 0.08%
224,774
-247,832
8 9
10
11 12