WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.38M 0.01%
116,700
-19,400
302
$1.34M 0.01%
92,800
303
$1.34M 0.01%
49,900
+2,300
304
$1.34M 0.01%
36,021
305
$1.33M 0.01%
51,500
+3,600
306
$1.33M 0.01%
82,600
+8,400
307
$1.33M 0.01%
65,346
+35,800
308
$1.32M 0.01%
219,688
+60,000
309
$1.32M 0.01%
48,141
+7,400
310
$1.31M 0.01%
56,300
+4,000
311
$1.31M 0.01%
132,962
+16,600
312
$1.29M 0.01%
39,200
-9,800
313
$1.27M 0.01%
107,760
+61,597
314
$1.26M 0.01%
111,012
+5,800
315
$1.14M 0.01%
76,400
+26,000
316
$1.14M 0.01%
32,826
+1,475
317
$1.13M 0.01%
30,150
-75
318
$1.05M 0.01%
+51,400
319
$1.05M 0.01%
91,300
+5,400
320
$1.04M 0.01%
86,325
+9,575
321
$1.04M 0.01%
43,950
+14,250
322
$1.04M 0.01%
75,425
+1,600
323
$1.03M 0.01%
44,975
+18,600
324
$1.03M 0.01%
120,950
+43,250
325
$1.03M 0.01%
+51,136
11 12
13
14 15