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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.59M 0.09%
240,394
-108,104
252
$9.5M 0.09%
+121,511
253
$9.45M 0.08%
740,419
+36,164
254
$9.38M 0.08%
365,663
-36,619
255
$9.36M 0.08%
221,691
+12,428
256
$9.15M 0.08%
85,864
-15,100
257
$8.92M 0.08%
104,016
-8,086
258
$8.78M 0.08%
79,588
-7,580
259
$8.75M 0.08%
62,593
-4,849
260
$8.55M 0.08%
52,083
-3,047
261
$8.33M 0.07%
151,849
-4,051
262
$8.31M 0.07%
77,572
-3,127
263
$8.15M 0.07%
63,747
+4,740
264
$8.11M 0.07%
202,261
+6,484
265
$7.91M 0.07%
209,020
+8,437
266
$7.82M 0.07%
282,800
+9,740
267
$7.76M 0.07%
235,761
-111,165
268
$7.72M 0.07%
137,247
-899
269
$7.22M 0.06%
151,221
+18,864
270
$6.95M 0.06%
155,112
+65,049
271
$6.79M 0.06%
238,077
+10,674
272
$6.7M 0.06%
131,019
+4,947
273
$6.4M 0.06%
149,388
+8,180
274
$5.85M 0.05%
+67,122
275
$5.59M 0.05%
148,157
+8,063
9 10
11
12 13