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
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$52.9M
3
+$52.8M
4
LOW icon
Lowe's Companies
LOW
+$52.4M
5
CFN
CAREFUSION CORPORATION
CFN
+$52.3M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$48M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$853K 0.01%
+61,700
327
$839K 0.01%
71,800
+9,900
328
$833K 0.01%
+3,630
329
$826K 0.01%
45,800
-1,300
330
$812K 0.01%
34,000
-18,000
331
$766K 0.01%
47,400
+13,500
332
$666K 0.01%
39,600
-2,400
333
$656K 0.01%
46,025
+16,850
334
$642K 0.01%
13,100
-1,200
335
$641K 0.01%
39,825
+11,850
336
$623K 0.01%
93,900
+29,900
337
$621K 0.01%
+59,700
338
$612K 0.01%
85,900
+38,800
339
$608K 0.01%
43,200
+3,700
340
$602K 0.01%
122,050
+63,975
341
$595K 0.01%
29,075
+4,400
342
$590K 0.01%
39,485
+10,800
343
$590K 0.01%
24,050
+4,300
344
$590K 0.01%
43,000
+5,600
345
$588K 0.01%
48,500
+7,400
346
$587K 0.01%
40,100
-11,600
347
$587K 0.01%
37,750
-13,600
348
$586K 0.01%
22,200
349
$583K 0.01%
32,800
+7,600
350
$581K 0.01%
15,450
+400
12 13
14
15 16