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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$789K 0.01%
14,217
+4,167
352
$784K 0.01%
24,100
-800
353
$782K 0.01%
15,197
+2,230
354
$776K 0.01%
39,900
-2,700
355
$776K 0.01%
+61,600
356
$772K 0.01%
65,300
-2,000
357
$771K 0.01%
36,100
-3,100
358
$765K 0.01%
81,166
+10,400
359
$755K 0.01%
58,700
-62
360
$755K 0.01%
35,800
+9,000
361
$754K 0.01%
45,300
+5,200
362
$752K 0.01%
30,461
+8,836
363
$749K 0.01%
38,150
-4,142
364
$746K 0.01%
88,631
+33,516
365
$739K 0.01%
9,974
+323
366
$731K 0.01%
40,800
+22,800
367
$723K 0.01%
33,510
+60
368
$716K 0.01%
79,550
-4,400
369
$699K 0.01%
24,445
-30
370
$698K 0.01%
21,527
+2
371
$697K 0.01%
12,358
+848
372
$691K 0.01%
16,046
-5,054
373
$689K 0.01%
71,600
+5,000
374
$686K 0.01%
38,950
-4,300
375
$681K 0.01%
97,000
13 14
15
16 17