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
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$52.9M
3
+$52.8M
4
LOW icon
Lowe's Companies
LOW
+$52.4M
5
CFN
CAREFUSION CORPORATION
CFN
+$52.3M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$48M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.13M 0.01%
65,100
+5,600
302
$1.13M 0.01%
44,500
+22,000
303
$1.13M 0.01%
44,125
+3,100
304
$1.12M 0.01%
38,475
-1,200
305
$1.11M 0.01%
115,412
+23,000
306
$1.1M 0.01%
+101,200
307
$1.1M 0.01%
48,288
+22,988
308
$1.1M 0.01%
32,000
+8,500
309
$1M 0.01%
77,100
+21,300
310
$998K 0.01%
32,126
+1,400
311
$950K 0.01%
80,200
+3,275
312
$944K 0.01%
68,625
+7,000
313
$922K 0.01%
29,325
+2,525
314
$911K 0.01%
75,600
-10,200
315
$889K 0.01%
51,800
+900
316
$884K 0.01%
39,300
-9,200
317
$880K 0.01%
31,100
-3,000
318
$879K 0.01%
56,300
-4,700
319
$869K 0.01%
52,332
-400
320
$869K 0.01%
15,500
-1,800
321
$867K 0.01%
101,550
+13,400
322
$863K 0.01%
+89,300
323
$860K 0.01%
50,850
-2,700
324
$856K 0.01%
36,088
+8,825
325
$855K 0.01%
+142,000
11 12
13
14 15