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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.49M 0.06%
29,721
-3,555
252
$3.47M 0.06%
27,555
-332,245
253
$3.47M 0.06%
+21,351
254
$3.45M 0.06%
24,407
-229
255
$3.43M 0.06%
71,147
-513
256
$3.38M 0.06%
41,879
-7,367
257
$3.36M 0.06%
75,416
-379
258
$3.35M 0.06%
8,285
+1,144
259
$3.3M 0.06%
16,215
+1,547
260
$3.27M 0.06%
29,044
-3,894
261
$3.26M 0.06%
13,621
-3,157
262
$3.24M 0.06%
+139,865
263
$3.24M 0.06%
+47,784
264
$3.24M 0.06%
178,794
-1,942
265
$3.22M 0.06%
111,909
+1,455
266
$3.22M 0.06%
79,971
-638
267
$3.2M 0.06%
79,892
268
$3.16M 0.06%
92,480
-13,345
269
$3.13M 0.06%
60,337
-290
270
$3.13M 0.06%
74,075
+658
271
$3.13M 0.06%
8,636
+739
272
$3.1M 0.06%
14,124
273
$3.06M 0.06%
686,612
+28,548
274
$3.04M 0.05%
44,377
-112
275
$3.03M 0.05%
48,984
-5,716
9 10
11
12 13