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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$642K 0.01%
4,236
+145
302
$641K 0.01%
3,574
-146,871
303
$618K 0.01%
4,939
304
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305
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2,869
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1,822
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307
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22,211
-2,985
308
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309
$543K 0.01%
1,485
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310
$537K 0.01%
4,361
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311
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10,212
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312
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313
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314
$502K 0.01%
2,859
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315
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316
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320
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5,999
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321
$436K 0.01%
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322
$428K 0.01%
1,293
-187
323
$416K 0.01%
8,075
+89
324
$404K 0.01%
3,209
-531
325
$403K 0.01%
7,210
-70
11 12
13
14 15