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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.25M 0.01%
78,500
-12,150
302
$1.23M 0.01%
32,176
-100
303
$1.22M 0.01%
53,200
+11,700
304
$1.2M 0.01%
45,075
305
$1.2M 0.01%
17,150
+2,650
306
$1.19M 0.01%
79,041
307
$1.13M 0.01%
105,200
-65,600
308
$1.12M 0.01%
7,000
-200
309
$1.1M 0.01%
22,550
-200
310
$1.1M 0.01%
39,900
311
$1.09M 0.01%
42,700
+1,400
312
$1.09M 0.01%
106,450
313
$1.07M 0.01%
22,626
-1,400
314
$1.06M 0.01%
256,900
-47,700
315
$1.06M 0.01%
77,500
+9,200
316
$1.06M 0.01%
33,300
+1,200
317
$1.05M 0.01%
19,200
318
$1.05M 0.01%
39,600
-1,525
319
$1.05M 0.01%
71,440
-240,347
320
$1.04M 0.01%
17,450
-5,600
321
$1.04M 0.01%
38,600
-2,100
322
$1.03M 0.01%
5,950
-100
323
$1.03M 0.01%
47,000
324
$1.03M 0.01%
83,800
325
$994K 0.01%
21,575
-900
11 12
13
14 15