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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.27M 0.01%
32,800
327
$1.27M 0.01%
+85,900
328
$1.26M 0.01%
61,500
-2,600
329
$1.26M 0.01%
27,800
330
$1.25M 0.01%
159,400
-10,000
331
$1.25M 0.01%
45,361
332
$1.21M 0.01%
42,466
-323
333
$1.2M 0.01%
38,838
-1,621
334
$1.19M 0.01%
48,603
335
$1.19M 0.01%
250,448
336
$1.18M 0.01%
72,700
337
$1.18M 0.01%
33,000
-1,500
338
$1.17M 0.01%
+22,623
339
$1.15M 0.01%
+31,738
340
$1.14M 0.01%
51,800
341
$1.13M 0.01%
7,226
-777
342
$1.12M 0.01%
10,753
-608
343
$1.11M 0.01%
10,247
-97
344
$1.1M 0.01%
24,500
-8,900
345
$1.1M 0.01%
94,250
346
$1.08M 0.01%
+64,100
347
$1.08M 0.01%
97,000
348
$1.08M 0.01%
20,999
-5,090
349
$1.07M 0.01%
30,400
350
$1.06M 0.01%
40,600
12 13
14
15 16