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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.47M 0.01%
205,900
+23,300
277
$1.47M 0.01%
+150,500
278
$1.44M 0.01%
96,641
+25,050
279
$1.43M 0.01%
54,946
-1,900
280
$1.41M 0.01%
79,000
-3,400
281
$1.4M 0.01%
22,159
-4,700
282
$1.39M 0.01%
29,350
+4,300
283
$1.39M 0.01%
45,900
-600
284
$1.38M 0.01%
88,800
285
$1.38M 0.01%
241,400
-23,100
286
$1.38M 0.01%
109,743
-2,265
287
$1.36M 0.01%
59,000
+9,000
288
$1.35M 0.01%
54,500
+21,800
289
$1.34M 0.01%
77,750
290
$1.34M 0.01%
42,500
-3,200
291
$1.33M 0.01%
169,162
-14,200
292
$1.33M 0.01%
108,012
-8,400
293
$1.3M 0.01%
48,400
294
$1.3M 0.01%
25,711
-2,400
295
$1.3M 0.01%
53,700
296
$1.29M 0.01%
135,800
297
$1.29M 0.01%
56,075
+2,100
298
$1.28M 0.01%
96,200
-4,000
299
$1.27M 0.01%
89,800
300
$1.25M 0.01%
56,225
-4,375
10 11
12
13 14