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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.83M 0.08%
239,775
+2,750
252
$7.82M 0.08%
73,948
-2,205
253
$7.79M 0.08%
246,310
-18,090
254
$7.79M 0.08%
71,675
-10,150
255
$7.75M 0.08%
102,245
-1,045
256
$7.74M 0.08%
95,641
+5,765
257
$7.7M 0.08%
63,899
-3,059
258
$7.65M 0.08%
169,180
-9,360
259
$7.63M 0.08%
171,385
+7,825
260
$7.58M 0.08%
401,090
+44,655
261
$7.52M 0.08%
84,514
-405
262
$7.5M 0.08%
109,656
-445
263
$7.33M 0.08%
124,435
+10,175
264
$7.33M 0.08%
293,006
-3,675
265
$6.65M 0.07%
+67,814
266
$6.63M 0.07%
1,370,212
+35,800
267
$6.57M 0.07%
103,071
-152
268
$6.12M 0.07%
240,639
-10,850
269
$5.64M 0.06%
543,396
+38,860
270
$5.25M 0.06%
94,726
-75
271
$4.95M 0.05%
581,984
+244,049
272
$4.84M 0.05%
195,550
-9,425
273
$4.8M 0.05%
89,854
-1,406
274
$4.7M 0.05%
150,298
-2,700
275
$4.43M 0.05%
246,547
-3,597
9 10
11
12 13