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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.16M 0.08%
179,631
-12,048
252
$8.07M 0.08%
60,688
-3,622
253
$8.02M 0.08%
99,381
+2,413
254
$8M 0.08%
120,120
+9,525
255
$7.98M 0.08%
57,399
-2,044
256
$7.92M 0.08%
325,354
+58,501
257
$7.9M 0.08%
187,440
-3,826
258
$7.7M 0.08%
106,891
+1,160
259
$7.63M 0.08%
73,834
+1,081
260
$6.99M 0.07%
290,835
+53,226
261
$6.9M 0.07%
125,923
+4,824
262
$6.54M 0.07%
133,488
+23,413
263
$5.95M 0.06%
161,305
-147,607
264
$5.89M 0.06%
226,989
+2,217
265
$5.7M 0.06%
339,065
+45,456
266
$4.9M 0.05%
135,186
+720
267
$3.77M 0.04%
149,920
-154,658
268
$1.8M 0.02%
228,500
269
$1.71M 0.02%
61,612
-204,082
270
$1.66M 0.02%
26,999
+1,085
271
$1.59M 0.02%
199,043
+51,743
272
$1.53M 0.02%
25,900
-13,800
273
$1.52M 0.02%
90,200
274
$1.5M 0.02%
23,926
+10,300
275
$1.5M 0.02%
67,200
9 10
11
12 13