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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.03M 0.06%
121,589
-59,162
277
$2.99M 0.06%
61,569
-28,268
278
$2.94M 0.06%
70,725
-20,763
279
$2.92M 0.06%
46,665
-45,844
280
$2.88M 0.06%
271,144
-207,491
281
$2.84M 0.06%
76,589
-48,534
282
$2.84M 0.06%
101,740
-48,931
283
$2.73M 0.05%
224,885
+30,990
284
$2.71M 0.05%
3,209
-3,915
285
$2.7M 0.05%
197,973
-161,369
286
$2.67M 0.05%
76,834
-62,373
287
$2.52M 0.05%
10,666
-31,740
288
$2.52M 0.05%
92,917
-47,156
289
$2.45M 0.05%
91,153
-137,636
290
$2.41M 0.05%
+19,801
291
$2.4M 0.05%
104,720
-113,705
292
$2.31M 0.05%
13,046
-19,692
293
$2.23M 0.04%
+38,601
294
$2.23M 0.04%
19,686
-20,775
295
$2.13M 0.04%
94,540
-62,923
296
$2.12M 0.04%
41,004
+8,238
297
$2.12M 0.04%
+76,152
298
$2.05M 0.04%
13,273
-21,738
299
$2.04M 0.04%
141,128
-151,963
300
$2.04M 0.04%
49,119
-25,999
10 11
12
13 14