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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.73M 0.03%
+29,329
352
$1.71M 0.03%
8,011
-1,177
353
$1.71M 0.03%
5,295
-635
354
$1.7M 0.03%
5,661
-1,310
355
$1.68M 0.03%
105,666
-17,472
356
$1.67M 0.03%
7,209
357
$1.66M 0.03%
86,915
-452
358
$1.65M 0.03%
72,549
-118
359
$1.64M 0.03%
44,285
-4,800
360
$1.64M 0.03%
193,994
361
$1.62M 0.03%
30,666
-795
362
$1.61M 0.03%
+288,962
363
$1.59M 0.03%
19,178
+2,534
364
$1.53M 0.03%
19,352
365
$1.5M 0.03%
57,698
+2,240
366
$1.5M 0.03%
35,288
-869
367
$1.49M 0.03%
102,433
-5,467
368
$1.47M 0.03%
105,188
369
$1.45M 0.03%
79,004
-15,060
370
$1.45M 0.03%
17,153
-167
371
$1.45M 0.03%
28,305
-646
372
$1.44M 0.03%
19,543
+2,762
373
$1.44M 0.03%
32,435
-87
374
$1.43M 0.03%
14,334
-2,121
375
$1.41M 0.03%
65,094
-4,701
13 14
15
16 17