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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.26M 0.01%
279,500
+52,800
302
$1.25M 0.01%
28,400
+11,500
303
$1.25M 0.01%
70,650
+7,250
304
$1.24M 0.01%
125,388
+16,400
305
$1.23M 0.01%
71,591
-1,475
306
$1.23M 0.01%
44,500
-4,700
307
$1.22M 0.01%
56,846
-7,300
308
$1.21M 0.01%
77,300
-23,875
309
$1.21M 0.01%
53,975
-2,200
310
$1.21M 0.01%
87,700
-2,700
311
$1.2M 0.01%
28,911
-2
312
$1.2M 0.01%
86,300
-4,500
313
$1.2M 0.01%
71,300
-6,600
314
$1.18M 0.01%
89,800
+5,800
315
$1.16M 0.01%
93,800
+4,800
316
$1.16M 0.01%
34,900
-16,300
317
$1.16M 0.01%
105,100
+9,500
318
$1.15M 0.01%
25,050
-300
319
$1.15M 0.01%
100,200
-3,600
320
$1.15M 0.01%
72,250
+3,500
321
$1.14M 0.01%
+67,900
322
$1.14M 0.01%
108,212
-3,000
323
$1.12M 0.01%
51,100
+5,200
324
$1.12M 0.01%
33,976
+300
325
$1.1M 0.01%
14,000
+3,725
11 12
13
14 15