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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$965K 0.01%
20,440
-335
327
$936K 0.01%
19,341
-2,984
328
$927K 0.01%
15,631
-2,344
329
$922K 0.01%
51,700
-3,700
330
$922K 0.01%
20,415
+14,015
331
$914K 0.01%
60,650
-3,200
332
$888K 0.01%
114,540
-5,000
333
$879K 0.01%
15,229
-1,021
334
$870K 0.01%
25,786
-3,364
335
$861K 0.01%
+32,797
336
$860K 0.01%
+7,716
337
$849K 0.01%
38,367
-7,608
338
$847K 0.01%
11,156
-19
339
$844K 0.01%
+49,300
340
$842K 0.01%
91,500
+18,900
341
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16,726
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342
$830K 0.01%
68,600
-17,800
343
$829K 0.01%
25,900
344
$827K 0.01%
36,900
-2,000
345
$825K 0.01%
39,348
-2,154
346
$825K 0.01%
12,794
-4,681
347
$817K 0.01%
12,500
348
$813K 0.01%
69,600
+4,900
349
$803K 0.01%
41,800
-2,400
350
$789K 0.01%
16,248
+1,923
12 13
14
15 16