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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$808K 0.01%
34,050
+600
352
$796K 0.01%
46,875
-75
353
$780K 0.01%
18,525
354
$779K 0.01%
11,275
355
$764K 0.01%
18,875
356
$762K 0.01%
20,175
-650
357
$731K 0.01%
15,775
-670,178
358
$729K 0.01%
81,500
+13,000
359
$726K 0.01%
136,900
-9,200
360
$725K 0.01%
124,500
-12,200
361
$722K 0.01%
18,108
-7,400
362
$722K 0.01%
27,000
-6,600
363
$722K 0.01%
30,375
364
$717K 0.01%
+40,900
365
$712K 0.01%
+37,200
366
$712K 0.01%
36,000
+2,300
367
$710K 0.01%
42,800
-5,400
368
$707K 0.01%
22,050
369
$707K 0.01%
19,600
-2,700
370
$707K 0.01%
13,900
+2,125
371
$703K 0.01%
68,100
+13,200
372
$701K 0.01%
9,500
+3,300
373
$697K 0.01%
4,375
374
$696K 0.01%
42,400
-1,800
375
$695K 0.01%
+61,500
13 14
15
16 17