WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.97M0.04% 69,391
-24,602
-26%
-$697K
$1.96M0.04% 80,901
+21,767
+37%
+$528K
$1.96M0.04% 20,682
-55,008
-73%
-$5.21M
$1.96M0.04% 36,984
-11,427
-24%
-$605K
$1.9M0.04% 81,975
-39,362
-32%
-$914K
$1.89M0.04%
+98,011
 New
+$1.89M
$1.84M0.04% 3,698
-449
-11%
-$223K
$1.83M0.04% 21,670
+2,492
+13%
+$211K
$1.82M0.04% 24,290
-2,050
-8%
-$154K
$1.81M0.04% 47,693
+6,502
+16%
+$247K
$1.79M0.03% 105,052
+8,265
+9%
+$141K
$1.79M0.03% 30,517
+1,188
+4%
+$69.7K
$1.79M0.03% 41,355
-25,195
-38%
-$1.09M
$1.78M0.03% 30,852
-2,837
-8%
-$164K
$1.76M0.03% 70,951
+26,666
+60%
+$663K
$1.75M0.03%
+6,567
 New
+$1.75M
$1.72M0.03% 83,741
-58,058
-41%
-$1.19M
$1.71M0.03% 68,907
+11,037
+19%
+$273K
$1.7M0.03% 43,766
+13,100
+43%
+$509K
$1.68M0.03% 74,831
+16,959
+29%
+$381K
$1.68M0.03% 26,073
-3,387
-12%
-$218K
$1.68M0.03% 45,093
+2,626
+6%
+$97.6K
$1.67M0.03% 22,063
-7,101
-24%
-$537K
$1.64M0.03%
+26,505
 New
+$1.64M
$1.62M0.03% 24,168
-8,048
-25%
-$539K
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