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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.26M 0.07%
104,513
-3,233
277
$4.25M 0.07%
92,833
-2,818
278
$4.19M 0.07%
82,822
+380
279
$3.84M 0.06%
291,829
-125,118
280
$3.75M 0.06%
164,582
-6,724
281
$3.59M 0.06%
238,335
-13,424
282
$3.39M 0.05%
96,129
-3
283
$3.36M 0.05%
89,051
+49
284
$3.33M 0.05%
188,659
+20,095
285
$2.96M 0.05%
12,340
+33
286
$2.92M 0.05%
120,580
-2,471
287
$2.79M 0.05%
+228,880
288
$2.08M 0.03%
45,907
-2,196
289
$1.74M 0.03%
26,834
-1,368
290
$1.69M 0.03%
19,009
-270
291
$1.64M 0.03%
91,074
-1,278
292
$1.5M 0.02%
21,790
-214
293
$986K 0.02%
+49,298
294
$943K 0.02%
11,223
-1,131
295
$861K 0.01%
53,949
+7,777
296
$826K 0.01%
7,851
-1,028
297
$819K 0.01%
7,427
+415
298
$794K 0.01%
4,494
+74
299
$757K 0.01%
8,918
-5
300
$661K 0.01%
4,926
-68
10 11
12
13 14