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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$987K 0.01%
19,300
-3,300
327
$985K 0.01%
14,550
+1,097
328
$980K 0.01%
+17,418
329
$975K 0.01%
8,255
-1,235
330
$967K 0.01%
25,330
+1,092
331
$950K 0.01%
75,169
-3,153
332
$946K 0.01%
133,365
-15,760
333
$936K 0.01%
175,100
334
$931K 0.01%
11,899
+18
335
$923K 0.01%
67,800
-25,400
336
$919K 0.01%
+82,643
337
$918K 0.01%
34,700
338
$917K 0.01%
28,987
-24
339
$913K 0.01%
34,350
-1,900
340
$909K 0.01%
12,994
-229
341
$907K 0.01%
34,346
+11,500
342
$903K 0.01%
18,124
+2,134
343
$895K 0.01%
17,182
-313
344
$893K 0.01%
35,800
345
$892K 0.01%
36,900
346
$883K 0.01%
79,550
347
$875K 0.01%
76,766
+29,400
348
$872K 0.01%
+51,600
349
$870K 0.01%
+29,881
350
$862K 0.01%
97,000
12 13
14
15 16