WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.02M 0.01%
100,900
+36,400
327
$1.02M 0.01%
93,000
+31,600
328
$1.01M 0.01%
44,400
-9,600
329
$1.01M 0.01%
50,500
+5,800
330
$1.01M 0.01%
140,700
+5,900
331
$1.01M 0.01%
4,840
+715
332
$1.01M 0.01%
112,800
333
$1.01M 0.01%
24,500
-4,100
334
$988K 0.01%
+42,800
335
$976K 0.01%
34,800
+6,300
336
$976K 0.01%
95,950
-4,700
337
$958K 0.01%
56,400
+3,400
338
$949K 0.01%
156,800
+9,500
339
$946K 0.01%
53,450
340
$914K 0.01%
80,400
+5,800
341
$842K 0.01%
52,475
+13,000
342
$815K 0.01%
6,200
+700
343
$780K 0.01%
41,325
-300
344
$737K 0.01%
33,800
-5,800
345
$729K 0.01%
+39,800
346
$729K 0.01%
26,800
-2,500
347
$722K 0.01%
57,400
+3,800
348
$721K 0.01%
5,890
-1,017
349
$720K 0.01%
+51,700
350
$705K 0.01%
50,300
+7,300
12 13
14
15 16