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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$273K ﹤0.01%
1,287
-24
352
$273K ﹤0.01%
1,742
-347
353
$271K ﹤0.01%
13,920
+4,675
354
$268K ﹤0.01%
3,075
-194
355
$266K ﹤0.01%
3,778
+272
356
$266K ﹤0.01%
1,163
+7
357
$260K ﹤0.01%
2,016
+35
358
$258K ﹤0.01%
20,812
-1,047,606
359
$253K ﹤0.01%
2,600
-135
360
$251K ﹤0.01%
2,025
-302
361
$248K ﹤0.01%
3,697
-1,051
362
$244K ﹤0.01%
391
-64
363
$242K ﹤0.01%
2,592
364
$241K ﹤0.01%
10,418
-879
365
$240K ﹤0.01%
8,981
+1,123
366
$238K ﹤0.01%
+2,047
367
$234K ﹤0.01%
3,085
+333
368
$229K ﹤0.01%
+273
369
$227K ﹤0.01%
2,675
-131
370
$226K ﹤0.01%
9,027
-921
371
$223K ﹤0.01%
1,681
+36
372
$222K ﹤0.01%
+8,891
373
$220K ﹤0.01%
+376
374
$218K ﹤0.01%
+351
375
$218K ﹤0.01%
4,778
-699
13 14
15
16 17