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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.59M 0.02%
58,102
+5,502
277
$1.53M 0.02%
+189,800
278
$1.45M 0.02%
+41,300
279
$1.44M 0.02%
22,284
+30
280
$1.42M 0.01%
49,575
+12,100
281
$1.42M 0.01%
75,718
+4,031
282
$1.42M 0.01%
52,092
-1,083
283
$1.36M 0.01%
69,741
+11,741
284
$1.36M 0.01%
89,934
+58,634
285
$1.33M 0.01%
61,461
-8,700
286
$1.31M 0.01%
6,650
-200
287
$1.3M 0.01%
26,665
+40
288
$1.28M 0.01%
163,441
+13,500
289
$1.27M 0.01%
48,125
-282,653
290
$1.26M 0.01%
227,316
+9,248
291
$1.23M 0.01%
44,236
+1,961
292
$1.16M 0.01%
79,500
-5,300
293
$1.14M 0.01%
90,700
-30,100
294
$1.13M 0.01%
80,100
-4,100
295
$1.13M 0.01%
52,100
-3,800
296
$1.13M 0.01%
45,100
+19,800
297
$1.12M 0.01%
34,400
+1,500
298
$1.12M 0.01%
38,475
-2,200
299
$1.12M 0.01%
+36,500
300
$1.08M 0.01%
96,312
-4,300
10 11
12
13 14