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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.91M 0.08%
117,987
-4,558
277
$5.83M 0.08%
125,526
-474
278
$5.71M 0.07%
120,424
-2,239
279
$5.35M 0.07%
129,179
-3,895
280
$5.24M 0.07%
+315,107
281
$5.22M 0.07%
135,181
-10,526
282
$5.2M 0.07%
105,199
-7,410
283
$5.08M 0.07%
110,758
+2,958
284
$4.96M 0.06%
188,422
-14,386
285
$4.9M 0.06%
208,360
-14,325
286
$4.66M 0.06%
267,177
-4,285
287
$4.57M 0.06%
+181,286
288
$4.12M 0.05%
138,822
+3,515
289
$4.04M 0.05%
67,197
-1,608
290
$3.73M 0.05%
47,932
-4,585
291
$3.21M 0.04%
62,605
-2,683
292
$2.58M 0.03%
36,282
-3,350
293
$2.56M 0.03%
7,631
+72
294
$2.51M 0.03%
18,840
295
$2.43M 0.03%
186,392
-10,233
296
$2.37M 0.03%
80,239
-709
297
$2.23M 0.03%
108,462
-5,568
298
$1.88M 0.02%
11,440
+140
299
$1.66M 0.02%
114,964
-5,451
300
$1.37M 0.02%
4,043
-75
10 11
12
13 14