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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.31M 0.05%
732,330
-1,304,486
277
$3.94M 0.04%
89,339
+575
278
$3.72M 0.04%
256,993
-2,150
279
$3.49M 0.04%
148,467
-200
280
$3.44M 0.04%
199,844
+154,469
281
$2.08M 0.02%
145,544
-246,486
282
$2.07M 0.02%
+126,734
283
$2M 0.02%
92,175
+35,375
284
$1.96M 0.02%
107,975
+7,125
285
$1.86M 0.02%
92,250
+8,600
286
$1.67M 0.02%
139,850
+1,500
287
$1.63M 0.02%
70,400
-2,100
288
$1.52M 0.02%
169,800
-12,600
289
$1.48M 0.02%
46,575
+19,200
290
$1.43M 0.02%
201,280
+25,000
291
$1.43M 0.02%
78,236
+4,000
292
$1.36M 0.01%
+55,100
293
$1.36M 0.01%
67,000
-1,600
294
$1.35M 0.01%
74,400
+14,767
295
$1.34M 0.01%
+133,200
296
$1.33M 0.01%
84,050
+9,375
297
$1.32M 0.01%
116,398
+10,903
298
$1.28M 0.01%
238,518
+85,400
299
$1.27M 0.01%
79,850
-2,300
300
$1.27M 0.01%
56,000
10 11
12
13 14