WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.16M 0.09%
102,646
+525
252
$8.15M 0.09%
83,130
-16,196
253
$8.13M 0.09%
296,800
-35,700
254
$8.05M 0.08%
113,976
+1,775
255
$8M 0.08%
60,325
-6,775
256
$7.97M 0.08%
297,303
-19,695
257
$7.92M 0.08%
71,958
-9,334
258
$7.9M 0.08%
81,644
-7,170
259
$7.89M 0.08%
363,810
+43,150
260
$7.88M 0.08%
+88,600
261
$7.86M 0.08%
183,466
-6,318
262
$7.47M 0.08%
+104,207
263
$6.96M 0.07%
156,812
-2,551
264
$6.21M 0.07%
294,227
-10,447
265
$6.04M 0.06%
253,575
-17,010
266
$6M 0.06%
+415,577
267
$5.78M 0.06%
94,521
-7,413
268
$5.63M 0.06%
256,179
-17,521
269
$4.82M 0.05%
219,965
-1,298
270
$4.81M 0.05%
253,285
-20,453
271
$4.79M 0.05%
97,854
-908,385
272
$4.75M 0.05%
91,894
-3,981
273
$4.4M 0.05%
155,338
-8,992
274
$4.25M 0.04%
86,854
-4,871
275
$3.85M 0.04%
148,772
-4,079
9 10
11
12 13