WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$702K 0.01%
35,300
+3,600
352
$702K 0.01%
+18,700
353
$698K 0.01%
123,900
-17,350
354
$698K 0.01%
64,850
355
$697K 0.01%
47,600
356
$692K 0.01%
39,800
-300
357
$690K 0.01%
63,200
+30,700
358
$687K 0.01%
59,700
-3,500
359
$683K 0.01%
+18,900
360
$678K 0.01%
22,500
361
$678K 0.01%
43,285
+2,100
362
$672K 0.01%
112,400
+4,900
363
$670K 0.01%
+27,100
364
$667K 0.01%
82,700
+5,200
365
$664K 0.01%
+34,900
366
$661K 0.01%
51,700
+27,700
367
$660K 0.01%
28,600
+4,200
368
$655K 0.01%
24,049
+2,200
369
$654K 0.01%
48,200
370
$652K 0.01%
21,950
371
$651K 0.01%
86,100
+50,000
372
$648K 0.01%
22,800
-1,700
373
$645K 0.01%
92,500
+18,000
374
$644K 0.01%
57,700
+4,700
375
$644K 0.01%
30,200
13 14
15
16 17