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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.03M 0.04%
97,011
-46,985
302
$1.99M 0.04%
37,969
-45,331
303
$1.93M 0.04%
68,002
-119,495
304
$1.86M 0.04%
5,005
-8,630
305
$1.86M 0.04%
14,613
+148
306
$1.85M 0.04%
18,530
-21,613
307
$1.74M 0.03%
135,441
-61,099
308
$1.7M 0.03%
5,405
-6,081
309
$1.67M 0.03%
16,455
-23,861
310
$1.61M 0.03%
39,074
-56,021
311
$1.59M 0.03%
170,152
-249,845
312
$1.57M 0.03%
15,259
-25,494
313
$1.57M 0.03%
82,181
-42,425
314
$1.54M 0.03%
85,890
-116,400
315
$1.54M 0.03%
59,828
-71,765
316
$1.49M 0.03%
55,461
-83,261
317
$1.48M 0.03%
32,959
-27,499
318
$1.45M 0.03%
27,828
-11,954
319
$1.4M 0.03%
9,200
-14,293
320
$1.37M 0.03%
65,995
-60,101
321
$1.35M 0.03%
31,991
-42,370
322
$1.34M 0.03%
31,177
-56,534
323
$1.33M 0.03%
16,800
-10,144
324
$1.32M 0.03%
8,429
-14,960
325
$1.32M 0.03%
30,260
+860
11 12
13
14 15