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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$842K 0.01%
14,440
-1,847
352
$829K 0.01%
36,834
+2,376
353
$820K 0.01%
109,072
+25,472
354
$818K 0.01%
27,800
355
$807K 0.01%
27,549
+2,813
356
$805K 0.01%
21,051
+2,434
357
$792K 0.01%
11,687
-4,277
358
$788K 0.01%
43,000
359
$783K 0.01%
91,500
360
$778K 0.01%
41,900
-8,400
361
$773K 0.01%
57,450
+7,800
362
$770K 0.01%
41,518
-927
363
$763K 0.01%
+13,030
364
$759K 0.01%
61,200
+6,600
365
$753K 0.01%
73,500
+33,800
366
$752K 0.01%
23,500
367
$746K 0.01%
11,499
+719
368
$738K 0.01%
52,719
-7,178
369
$736K 0.01%
12,729
-2,637
370
$736K 0.01%
8,603
-914
371
$736K 0.01%
19,522
-2,678
372
$731K 0.01%
56,300
373
$720K 0.01%
+27,999
374
$699K 0.01%
28,200
375
$698K 0.01%
28,900
13 14
15
16 17