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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.28M 0.03%
81,783
-124,830
327
$1.25M 0.02%
58,458
-29,399
328
$1.25M 0.02%
51,516
-48,522
329
$1.22M 0.02%
+11,096
330
$1.19M 0.02%
112,380
-133,578
331
$1.19M 0.02%
16,514
-28,154
332
$1.18M 0.02%
35,739
-49,853
333
$1.16M 0.02%
33,782
-26,855
334
$1.16M 0.02%
3,856
+124
335
$1.15M 0.02%
23,091
-32,409
336
$1.13M 0.02%
67,857
-110,870
337
$1.13M 0.02%
27,420
-44,201
338
$1.11M 0.02%
+23,960
339
$1.09M 0.02%
50,878
-64,097
340
$1.09M 0.02%
16,084
-16,963
341
$1.09M 0.02%
199,332
-197,277
342
$1.08M 0.02%
36,477
-28,964
343
$1.08M 0.02%
43,013
-65,038
344
$1.08M 0.02%
29,358
-43,178
345
$1.05M 0.02%
+35,060
346
$1.03M 0.02%
69,171
-64,059
347
$1.02M 0.02%
16,040
-20,010
348
$1.02M 0.02%
27,946
-13,894
349
$1.02M 0.02%
3,922
-5,306
350
$1.02M 0.02%
74,552
-113,791
12 13
14
15 16