WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.65M 0.04%
259,168
-90,083
277
$3.37M 0.04%
161,922
-2,088
278
$2.36M 0.02%
92,953
+41,153
279
$1.91M 0.02%
84,525
+1,400
280
$1.86M 0.02%
216,530
+5,250
281
$1.85M 0.02%
153,175
-17,350
282
$1.72M 0.02%
37,500
+2,800
283
$1.7M 0.02%
129,300
+66,200
284
$1.68M 0.02%
59,900
+4,775
285
$1.66M 0.02%
39,300
+487
286
$1.64M 0.02%
63,600
-13,300
287
$1.56M 0.02%
28,784
+2,025
288
$1.55M 0.02%
76,900
289
$1.54M 0.02%
98,800
-10,900
290
$1.52M 0.02%
146,875
-7,425
291
$1.49M 0.02%
68,966
+14,450
292
$1.48M 0.02%
88,475
+2,200
293
$1.46M 0.02%
66,763
+2,500
294
$1.43M 0.02%
68,011
+25
295
$1.43M 0.02%
37,913
+3,135
296
$1.42M 0.01%
68,050
297
$1.41M 0.01%
85,750
+9,000
298
$1.4M 0.01%
106,800
+43,800
299
$1.39M 0.01%
84,000
+13,800
300
$1.39M 0.01%
29,650
+3,200
10 11
12
13 14