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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.39M 0.04%
102,361
-993
302
$2.37M 0.04%
+83,771
303
$2.37M 0.04%
35,097
-8,268
304
$2.26M 0.04%
135,392
+17,042
305
$2.25M 0.04%
160,103
-2,422
306
$2.23M 0.04%
118,049
-13,957
307
$2.23M 0.04%
56,244
+2,760
308
$2.19M 0.04%
27,978
-5,477
309
$2.19M 0.04%
21,292
-713
310
$2.15M 0.04%
17,245
-171
311
$2.14M 0.04%
27,146
+5,911
312
$2.13M 0.04%
20,873
+140
313
$2.09M 0.04%
302,667
-30,490
314
$2.08M 0.04%
86,148
-1,366
315
$2.07M 0.04%
+20,218
316
$2.07M 0.04%
97,626
-5,056
317
$2.07M 0.04%
32,973
-262
318
$2.07M 0.04%
53,659
-428
319
$2.06M 0.04%
68,767
-2,458
320
$2.04M 0.04%
85,857
+102
321
$2.03M 0.04%
207,731
+164,797
322
$2.03M 0.04%
57,870
-7,777
323
$2.02M 0.04%
32,409
-587
324
$2.01M 0.04%
25,981
+1,090
325
$2.01M 0.04%
37,026
+7,075
11 12
13
14 15