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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.08M 0.01%
17,855
-320
302
$1.08M 0.01%
12,182
-1,618
303
$1.08M 0.01%
28,886
-1,490
304
$1.07M 0.01%
41,646
-12,300
305
$1.07M 0.01%
112,402
+17,577
306
$1.07M 0.01%
22,475
307
$1.06M 0.01%
+147,300
308
$1.05M 0.01%
67,400
+13,800
309
$1.05M 0.01%
12,387
+1,537
310
$1.05M 0.01%
51,700
-11,400
311
$1.05M 0.01%
5,900
+1,800
312
$1.04M 0.01%
55,075
-3,200
313
$1.04M 0.01%
205,300
-18,200
314
$1.03M 0.01%
65,750
+3,700
315
$1.03M 0.01%
172,625
316
$1.03M 0.01%
31,681
+7,506
317
$1.03M 0.01%
49,900
-20,700
318
$1.03M 0.01%
144,200
-5,600
319
$1.02M 0.01%
18,359
-4,000
320
$1.02M 0.01%
137,200
+21,200
321
$1.02M 0.01%
14,215
-3,760
322
$1.01M 0.01%
31,675
+2,850
323
$991K 0.01%
33,100
324
$990K 0.01%
14,073
+223
325
$969K 0.01%
32,947
+9,095
11 12
13
14 15