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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.33M 0.01%
42,500
327
$1.32M 0.01%
27,800
328
$1.32M 0.01%
87,000
-10,609
329
$1.32M 0.01%
33,400
330
$1.3M 0.01%
38,500
331
$1.29M 0.01%
49,400
+12,600
332
$1.29M 0.01%
54,227
333
$1.23M 0.01%
42,789
-1,265
334
$1.23M 0.01%
34,500
335
$1.21M 0.01%
64,100
336
$1.14M 0.01%
8,383
337
$1.13M 0.01%
11,361
-420
338
$1.13M 0.01%
32,800
+20,900
339
$1.12M 0.01%
40,459
+116
340
$1.12M 0.01%
114,800
341
$1.12M 0.01%
8,003
-1,475
342
$1.11M 0.01%
169,400
+57,000
343
$1.11M 0.01%
72,700
-21,600
344
$1.09M 0.01%
+40,600
345
$1.08M 0.01%
102,366
346
$1.08M 0.01%
250,448
-39,532
347
$1.08M 0.01%
52,432
348
$1.07M 0.01%
27,209
-2,248
349
$1.07M 0.01%
40,950
350
$1.07M 0.01%
94,250
+6,300
12 13
14
15 16