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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1M 0.01%
+70,484
302
$777K 0.01%
+26,632
303
$772K 0.01%
4,719
-72
304
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305
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4,275
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306
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3,893
-1,314
307
$573K 0.01%
2,217
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308
$568K 0.01%
3,462
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309
$567K 0.01%
5,050
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310
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3,554
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311
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26,447
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312
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-547,161
313
$517K 0.01%
1,907
+425
314
$503K 0.01%
11,845
-804,280
315
$503K 0.01%
1,447
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316
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318
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5,715
+1,229
319
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320
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5,247
-2,244
321
$445K 0.01%
8,935
-166,704
322
$441K 0.01%
9,044
-189
323
$426K 0.01%
1,571
+89
324
$415K 0.01%
3,454
-234,180
325
$413K 0.01%
1,574
+114
11 12
13
14 15