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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.48M 0.01%
77,926
+41,185
277
$1.47M 0.01%
39,675
-7,700
278
$1.47M 0.01%
24,685
+420
279
$1.46M 0.01%
61,685
+1,307
280
$1.41M 0.01%
83,448
+14,400
281
$1.39M 0.01%
57,774
-2,152
282
$1.38M 0.01%
83,663
-2,247
283
$1.38M 0.01%
55,075
284
$1.33M 0.01%
6,995
+711
285
$1.32M 0.01%
43,125
286
$1.32M 0.01%
19,394
-1,047
287
$1.31M 0.01%
92,800
+5,204
288
$1.29M 0.01%
74,500
289
$1.28M 0.01%
48,140
+639
290
$1.28M 0.01%
64,700
+12,700
291
$1.28M 0.01%
52,100
292
$1.28M 0.01%
58,424
-7,390
293
$1.28M 0.01%
35,300
-3,100
294
$1.26M 0.01%
63,300
295
$1.25M 0.01%
35,300
-6,002
296
$1.25M 0.01%
26,000
-3,600
297
$1.24M 0.01%
67,300
-3,100
298
$1.23M 0.01%
56,300
299
$1.23M 0.01%
146,141
-46,927
300
$1.2M 0.01%
33,600
10 11
12
13 14