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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.2M 0.08%
141,130
+18,139
227
$4.19M 0.08%
39,204
-9,596
228
$4.18M 0.08%
546,878
-1,979
229
$4.17M 0.08%
23,018
-3,809
230
$4.1M 0.07%
66,550
+8,355
231
$4.09M 0.07%
47,509
+1,223
232
$4.07M 0.07%
21,871
-31
233
$4M 0.07%
20,335
-208
234
$4M 0.07%
32,653
+7,491
235
$3.98M 0.07%
72,691
+7,725
236
$3.97M 0.07%
144,953
-13,129
237
$3.97M 0.07%
70,543
-270
238
$3.87M 0.07%
223,485
-1,790
239
$3.76M 0.07%
460
+68
240
$3.72M 0.07%
51,166
-696
241
$3.71M 0.07%
75,690
-1,085
242
$3.7M 0.07%
123,029
-18,849
243
$3.68M 0.07%
39,841
-76
244
$3.65M 0.07%
11,891
-107
245
$3.61M 0.07%
130,098
+12,363
246
$3.59M 0.06%
67,601
-506
247
$3.59M 0.06%
54,078
-43,124
248
$3.58M 0.06%
32,836
-361,458
249
$3.51M 0.06%
141,799
-973
250
$3.49M 0.06%
60,314
+1,539
8 9
10
11 12