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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$410K 0.01%
718
-20
327
$395K 0.01%
8,064
-3,404
328
$395K 0.01%
3,102
+356
329
$394K 0.01%
4,815
-907
330
$394K 0.01%
+2,617
331
$390K 0.01%
7,171
+123
332
$389K 0.01%
9,312
-672,151
333
$372K ﹤0.01%
3,145
-128
334
$369K ﹤0.01%
6,933
+177
335
$367K ﹤0.01%
1,590
-17
336
$357K ﹤0.01%
3,958
-1,186
337
$356K ﹤0.01%
1,319
-89
338
$354K ﹤0.01%
4,709
+25
339
$343K ﹤0.01%
8,050
-2,278
340
$328K ﹤0.01%
6,760
+20
341
$323K ﹤0.01%
1,288
-106
342
$321K ﹤0.01%
5,335
+900
343
$319K ﹤0.01%
+2,541
344
$317K ﹤0.01%
+6,427
345
$308K ﹤0.01%
6,646
-303
346
$304K ﹤0.01%
7,891
+792
347
$295K ﹤0.01%
14,447
+14
348
$292K ﹤0.01%
4,714
-1,148
349
$285K ﹤0.01%
2,581
-22
350
$283K ﹤0.01%
4,433
+706
12 13
14
15 16