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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.18M 0.11%
136,322
-5,727
252
$8.14M 0.11%
54,011
-1,694
253
$8.07M 0.1%
56,684
-3,368
254
$8.01M 0.1%
358,124
-114,885
255
$7.95M 0.1%
78,836
-5,784
256
$7.95M 0.1%
135,856
-9,350
257
$7.9M 0.1%
101,859
-77
258
$7.78M 0.1%
82,860
+957
259
$7.77M 0.1%
146,760
-5,787
260
$7.77M 0.1%
130,397
-6,105
261
$7.64M 0.1%
71,305
-3,715
262
$7.64M 0.1%
199,280
-15,438
263
$7.63M 0.1%
89,259
-6,143
264
$7.6M 0.1%
+132,002
265
$7.56M 0.1%
135,216
-11,741
266
$7.53M 0.1%
34,330
+5,757
267
$7.41M 0.1%
241,694
-9,745
268
$7.29M 0.09%
150,370
-8,636
269
$7.29M 0.09%
132,772
-21,464
270
$7.28M 0.09%
73,906
-18,670
271
$6.95M 0.09%
212,162
-5,352
272
$6.6M 0.09%
861,830
+164,096
273
$6.51M 0.08%
270,558
-16,289
274
$6.29M 0.08%
99,576
-8,343
275
$6.28M 0.08%
107,058
-7,212
9 10
11
12 13