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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.84M 0.08%
+170,456
252
$7.36M 0.07%
94,296
-7,745
253
$7.12M 0.07%
263,108
-23,550
254
$7.04M 0.07%
650,734
-52,464
255
$6.79M 0.07%
218,193
-13,094
256
$6.15M 0.06%
84,793
-7,000
257
$5.38M 0.05%
220,687
-21,006
258
$5.11M 0.05%
81,743
-5,963
259
$4.49M 0.05%
228,960
+310
260
$4.37M 0.04%
81,099
-6,850
261
$4.16M 0.04%
136,418
-11,400
262
$3.78M 0.04%
136,359
-11,238
263
$3.57M 0.04%
187,825
-2,025
264
$3.15M 0.03%
233,510
-20,225
265
$2.7M 0.03%
+63,967
266
$2.26M 0.02%
86,925
-14,900
267
$1.83M 0.02%
78,000
+11,000
268
$1.77M 0.02%
190,780
269
$1.76M 0.02%
184,175
+13,200
270
$1.71M 0.02%
200,768
-5,900
271
$1.7M 0.02%
94,500
+22,250
272
$1.68M 0.02%
413,879
+366,380
273
$1.68M 0.02%
79,025
-4,225
274
$1.65M 0.02%
104,100
-3,600
275
$1.58M 0.02%
78,936
+200
9 10
11
12 13