WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$49.4M
3
+$45.6M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$43.9M
5
CVSA
Covista Inc.
CVSA
+$42.2M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
BC icon
Brunswick
BC
+$49.1M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.54M 0.01%
22,100
-1,100
302
$1.54M 0.01%
+80,100
303
$1.52M 0.01%
70,100
304
$1.51M 0.01%
54,227
305
$1.5M 0.01%
17,500
306
$1.5M 0.01%
53,200
307
$1.49M 0.01%
19,000
-800
308
$1.49M 0.01%
110,641
309
$1.48M 0.01%
20,544
-5,491
310
$1.48M 0.01%
56,000
-13,300
311
$1.46M 0.01%
49,200
-2,300
312
$1.46M 0.01%
24,800
-1,300
313
$1.44M 0.01%
52,775
+4,400
314
$1.44M 0.01%
56,000
315
$1.39M 0.01%
28,525
-7,200
316
$1.38M 0.01%
11,190
+2,807
317
$1.37M 0.01%
87,000
318
$1.36M 0.01%
79,855
-210
319
$1.36M 0.01%
69,600
-3,300
320
$1.34M 0.01%
51,000
+1,800
321
$1.33M 0.01%
65,200
-14,500
322
$1.33M 0.01%
41,800
323
$1.31M 0.01%
56,400
-2,000
324
$1.31M 0.01%
64,800
325
$1.27M 0.01%
38,500
11 12
13
14 15