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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.85M 0.08%
72,796
-42,061
252
$3.81M 0.08%
45,626
-37,840
253
$3.76M 0.07%
348,035
-164,986
254
$3.75M 0.07%
77,808
-78,004
255
$3.73M 0.07%
112,406
-71,114
256
$3.73M 0.07%
11,820
-21
257
$3.72M 0.07%
+102,893
258
$3.71M 0.07%
92,616
-42,292
259
$3.7M 0.07%
100,110
-46,657
260
$3.69M 0.07%
63,573
-43,905
261
$3.6M 0.07%
18,426
-17,035
262
$3.56M 0.07%
75,078
-44,045
263
$3.5M 0.07%
50,472
-28,394
264
$3.47M 0.07%
45,886
-28,106
265
$3.45M 0.07%
95,046
-47,612
266
$3.33M 0.07%
33,056
-26,468
267
$3.3M 0.07%
+44,474
268
$3.29M 0.06%
35,659
-64,041
269
$3.26M 0.06%
39,272
-58,693
270
$3.25M 0.06%
933,622
-286,293
271
$3.25M 0.06%
78,952
-41,095
272
$3.23M 0.06%
98,099
-33,109
273
$3.2M 0.06%
18,625
-16,145
274
$3.14M 0.06%
137,323
+7,229
275
$3.06M 0.06%
21,255
-27,940
9 10
11
12 13