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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.2M 0.01%
130,441
-29,500
302
$1.2M 0.01%
30,300
+15,600
303
$1.19M 0.01%
29,300
304
$1.19M 0.01%
50,400
305
$1.17M 0.01%
146,700
-18,800
306
$1.17M 0.01%
17,759
-600
307
$1.16M 0.01%
40,000
308
$1.15M 0.01%
230,100
309
$1.15M 0.01%
58,227
-16,381
310
$1.14M 0.01%
42,000
-3,500
311
$1.12M 0.01%
154,425
-26,355
312
$1.12M 0.01%
113,240
+12,418
313
$1.11M 0.01%
76,900
+9,500
314
$1.1M 0.01%
59,350
315
$1.09M 0.01%
78,600
316
$1.09M 0.01%
5,900
317
$1.07M 0.01%
49,300
318
$1.05M 0.01%
44,815
-985
319
$1.04M 0.01%
12,324
-23
320
$1.04M 0.01%
38,475
321
$1.02M 0.01%
13,625
+1,408
322
$1.02M 0.01%
+9,218
323
$1.01M 0.01%
+8,666
324
$1M 0.01%
39,900
325
$995K 0.01%
61,600
11 12
13
14 15