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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$993K 0.02%
77,697
-121,116
352
$991K 0.02%
22,777
-37,493
353
$987K 0.02%
20,866
-34,790
354
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122,258
-111,599
355
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73,137
-126,459
356
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16,866
-21,078
357
$927K 0.02%
23,830
-35,887
358
$919K 0.02%
32,787
-31,389
359
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32,542
-47,273
360
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+17,142
361
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48,837
-75,042
362
$889K 0.02%
25,456
-32,653
363
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53,506
-77,747
364
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18,993
-503,364
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59,161
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366
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16,782
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367
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3,138
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368
$834K 0.02%
55,473
-56,217
369
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12,025
-17,785
370
$808K 0.02%
1,755
-2,439
371
$795K 0.02%
6,765
372
$792K 0.02%
6,780
-11,653
373
$787K 0.02%
3,252
-4,964
374
$782K 0.02%
6,001
-7,674
375
$770K 0.02%
3,078
+66
13 14
15
16 17