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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.98M 0.05%
360,942
+51,216
277
$2.96M 0.05%
18,711
+5
278
$2.94M 0.05%
14,562
-70
279
$2.92M 0.05%
106,556
+17,123
280
$2.89M 0.05%
77,336
281
$2.88M 0.05%
56,323
-153
282
$2.87M 0.05%
121,337
-819
283
$2.82M 0.05%
59,135
-2,848
284
$2.76M 0.05%
+75,363
285
$2.74M 0.05%
+67,715
286
$2.71M 0.05%
48,411
-433
287
$2.68M 0.05%
93,993
+22,381
288
$2.67M 0.05%
17,699
-1,112
289
$2.66M 0.05%
129,104
-45,313
290
$2.65M 0.05%
93,546
-495
291
$2.62M 0.05%
77,728
-31,011
292
$2.62M 0.05%
53,741
-600
293
$2.61M 0.05%
6,055
-15
294
$2.6M 0.05%
15,132
-2,673
295
$2.52M 0.05%
23,801
-1,748
296
$2.51M 0.05%
37,692
-159
297
$2.5M 0.05%
92,143
-392
298
$2.5M 0.05%
77,003
-461
299
$2.48M 0.04%
51,476
-245
300
$2.45M 0.04%
29,164
-131
10 11
12
13 14