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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.29M 0.09%
178,958
+35,583
252
$8.23M 0.09%
226,686
+6,864
253
$8.2M 0.09%
347,990
-1,820
254
$7.83M 0.08%
589,940
-8,465
255
$7.78M 0.08%
763,754
+150,704
256
$7.65M 0.08%
297,126
-590
257
$7.62M 0.08%
243,010
+47,610
258
$7.52M 0.08%
246,278
-3,757
259
$7.31M 0.08%
309,440
-10,872
260
$7.23M 0.08%
268,845
-1,204
261
$6.69M 0.07%
187,243
+9,168
262
$6.65M 0.07%
+326,754
263
$6.32M 0.07%
136,531
+30,306
264
$6.05M 0.06%
78,541
-2,690
265
$5.78M 0.06%
571,053
-85,959
266
$5.61M 0.06%
245,850
+9,450
267
$5.35M 0.06%
68,503
+14,478
268
$4.89M 0.05%
228,032
-1,146
269
$4.87M 0.05%
76,079
+65
270
$4.74M 0.05%
294,039
+82,159
271
$4.21M 0.04%
238,079
+122,509
272
$3.86M 0.04%
135,416
+1,318
273
$1.97M 0.02%
451,747
-73,853
274
$1.64M 0.02%
30,050
275
$1.63M 0.02%
88,278
-6,997
9 10
11
12 13