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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$986K 0.01%
8,625
+100
327
$984K 0.01%
46,826
328
$982K 0.01%
40,200
-1,600
329
$980K 0.01%
49,500
+1,100
330
$968K 0.01%
85,700
+9,700
331
$955K 0.01%
103,000
+14,200
332
$940K 0.01%
57,305
+2,750
333
$935K 0.01%
84,600
334
$927K 0.01%
39,200
335
$923K 0.01%
13,929
+2,225
336
$913K 0.01%
59,750
+2,200
337
$913K 0.01%
31,275
-9,225
338
$906K 0.01%
52,558
-995,891
339
$895K 0.01%
17,350
340
$876K 0.01%
13,650
341
$870K 0.01%
+117,600
342
$866K 0.01%
11,275
-200
343
$848K 0.01%
4,879
-990
344
$848K 0.01%
20,425
345
$829K 0.01%
+12,375
346
$828K 0.01%
10,750
-100
347
$824K 0.01%
13,075
-660,625
348
$821K 0.01%
8,725
-425,200
349
$810K 0.01%
+16,050
350
$809K 0.01%
17,400
12 13
14
15 16