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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.05M 0.05%
214,263
+13,815
277
$4.85M 0.04%
99,965
+4,321
278
$4.68M 0.04%
132,559
+6,555
279
$4.57M 0.04%
+138,408
280
$2.01M 0.02%
56,293
-7,772
281
$1.96M 0.02%
195,973
-9,798
282
$1.92M 0.02%
26,526
283
$1.9M 0.02%
82,994
-4,518
284
$1.89M 0.02%
211,400
+34,500
285
$1.88M 0.02%
84,314
-613
286
$1.8M 0.02%
57,100
287
$1.8M 0.02%
134,400
-43,400
288
$1.79M 0.02%
82,700
+4,100
289
$1.76M 0.02%
147,900
+33,100
290
$1.74M 0.02%
83,805
-596
291
$1.67M 0.02%
64,400
292
$1.65M 0.01%
53,600
-1,700
293
$1.65M 0.01%
16,763
+2,426
294
$1.63M 0.01%
98,200
295
$1.62M 0.01%
32,800
-10,500
296
$1.6M 0.01%
52,400
297
$1.57M 0.01%
59,800
298
$1.57M 0.01%
34,850
-1,800
299
$1.57M 0.01%
108,700
300
$1.55M 0.01%
60,150
10 11
12
13 14