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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$863K 0.01%
16,475
-4,939
352
$860K 0.01%
12,275
-1,775
353
$857K 0.01%
76,000
+14,100
354
$855K 0.01%
18,075
+2,500
355
$842K 0.01%
24,100
+3,075
356
$833K 0.01%
33,075
+13,775
357
$830K 0.01%
74,800
+12,800
358
$829K 0.01%
22,600
+2,200
359
$825K 0.01%
33,100
+13,450
360
$821K 0.01%
17,250
+4,450
361
$819K 0.01%
24,375
-9,000
362
$799K 0.01%
88,800
-900
363
$790K 0.01%
+48,025
364
$789K 0.01%
+46,350
365
$777K 0.01%
12,800
+2,375
366
$763K 0.01%
+21,525
367
$747K 0.01%
54,530
+4,325
368
$739K 0.01%
79,500
-15,900
369
$737K 0.01%
18,450
+4,750
370
$736K 0.01%
16,050
+4,050
371
$732K 0.01%
12,650
+1,925
372
$725K 0.01%
8,294
+582
373
$722K 0.01%
25,700
-800
374
$721K 0.01%
6,900
-125
375
$718K 0.01%
9,775
+1,275
13 14
15
16 17