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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.05M 0.01%
12,909
-2,064
352
$1.05M 0.01%
47,500
+14,400
353
$1.04M 0.01%
68,600
354
$1.03M 0.01%
5,000
355
$1.03M 0.01%
41,000
+7,000
356
$1.03M 0.01%
75,400
357
$1.03M 0.01%
85,200
+26,800
358
$1.01M 0.01%
146,933
+31,200
359
$987K 0.01%
67,758
-4,725
360
$982K 0.01%
39,000
-3,500
361
$980K 0.01%
17,491
-1,288
362
$965K 0.01%
11,121
-1,554
363
$964K 0.01%
33,900
+3,100
364
$962K 0.01%
14,111
-2,622
365
$953K 0.01%
27,373
366
$939K 0.01%
+50,211
367
$932K 0.01%
40,500
368
$928K 0.01%
40,950
369
$924K 0.01%
11,679
+674
370
$923K 0.01%
75,000
371
$910K 0.01%
41,250
372
$907K 0.01%
72,000
373
$900K 0.01%
34,346
374
$885K 0.01%
11,549
-308
375
$884K 0.01%
+41,366
13 14
15
16 17