WCM
Wedge Capital Management Portfolio holdings
AUM
$5.6B
1-Year Return
23.19%
This Quarter Return
+6.11%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$11.2B
AUM Growth
+$410M
(+3.8%)
Cap. Flow
-$129M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
16.6%
Holding
624
New
57
Increased
216
Reduced
223
Closed
47
Top Buys
| 1 |
Micron Technology
MU
|
$61.7M |
| 2 |
EQT Corp
EQT
|
$46.7M |
| 3 |
United Therapeutics
UTHR
|
$46.3M |
| 4 |
Medtronic
MDT
|
$46M |
| 5 |
WCG
Wellcare Health Plans, Inc.
WCG
|
$45.6M |
Top Sells
| 1 |
Lam Research
LRCX
|
$56.9M |
| 2 |
LLL
L3 Technologies, Inc.
LLL
|
$52.7M |
| 3 |
Lockheed Martin
LMT
|
$51.6M |
| 4 |
Motorola Solutions
MSI
|
$50M |
| 5 |
UnitedHealth
UNH
|
$49.5M |
Sector Composition
| 1 | Financials | 20.7% |
| 2 | Industrials | 16.85% |
| 3 | Consumer Discretionary | 12.86% |
| 4 | Healthcare | 10.94% |
| 5 | Technology | 9.64% |
