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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.08M 0.01%
37,400
-10,100
327
$1.08M 0.01%
69,941
+13,100
328
$1.07M 0.01%
26,159
-4,900
329
$1.07M 0.01%
74,400
-18,400
330
$1.05M 0.01%
14,529
+3,925
331
$1.01M 0.01%
6,250
+900
332
$1M 0.01%
41,400
-1,500
333
$988K 0.01%
27,926
-1,400
334
$987K 0.01%
146,062
+26,000
335
$962K 0.01%
40,500
+1,900
336
$958K 0.01%
49,600
-7,000
337
$954K 0.01%
92,200
+2,500
338
$946K 0.01%
48,763
-1,451
339
$945K 0.01%
50,400
+1,100
340
$945K 0.01%
41,300
+27,900
341
$941K 0.01%
48,900
+3,450
342
$939K 0.01%
106,450
+6,900
343
$937K 0.01%
83,800
-10,000
344
$915K 0.01%
8,325
+300
345
$911K 0.01%
7,400
-400
346
$899K 0.01%
+40,700
347
$889K 0.01%
91,400
+12,200
348
$886K 0.01%
258,300
+54,700
349
$881K 0.01%
57,550
-3,900
350
$867K 0.01%
32,100
-2,500
12 13
14
15 16