WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.58M0.05% 60,077
-7,638
-11%
-$328K
$2.55M0.05% 132,340
+34,714
+36%
+$669K
$2.53M0.05% 14,123
-4,588
-25%
-$822K
$2.5M0.05% 11,066
+897
+9%
+$203K
$2.48M0.05% 400,191
-146,687
-27%
-$909K
$2.48M0.05% 31,237
-131,132
-81%
-$10.4M
$2.46M0.05% 38,132
+14,331
+60%
+$926K
$2.46M0.05% 42,285
-657,383
-94%
-$38.2M
$2.42M0.05% 97,704
+11,847
+14%
+$294K
$2.4M0.05% 28,489
+2,508
+10%
+$212K
$2.39M0.05%
+150,716
 New
+$2.39M
$2.37M0.05% 41,105
+4,716
+13%
+$272K
$2.37M0.05% 55,036
-4,099
-7%
-$176K
$2.35M0.05% 93,111
+9,340
+11%
+$236K
$2.34M0.05% 23,770
+3,552
+18%
+$350K
$2.34M0.05% 74,189
+5,422
+8%
+$171K
$2.33M0.05% 66,601
-8,815
-12%
-$308K
$2.33M0.05% 136,883
-41,911
-23%
-$713K
$2.3M0.04% 25,341
-22,920
-47%
-$2.08M
$2.29M0.04% 108,126
+21,350
+25%
+$452K
$2.29M0.04% 137,110
+19,061
+16%
+$318K
$2.29M0.04% 18,406
-2,467
-12%
-$307K
$2.28M0.04% 20,231
+2,986
+17%
+$336K
$2.27M0.04% 47,006
-24,141
-34%
-$1.17M
$2.27M0.04% 276,129
-84,813
-24%
-$697K
1 101112131422