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
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$52.9M
3
+$52.8M
4
LOW icon
Lowe's Companies
LOW
+$52.4M
5
CFN
CAREFUSION CORPORATION
CFN
+$52.3M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$48M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$537K 0.01%
36,900
+5,000
377
$536K 0.01%
45,800
+1,800
378
$533K 0.01%
26,300
+6,500
379
$484K 0.01%
29,350
-2,122,268
380
$465K 0.01%
+7,525
381
$465K 0.01%
8,375
382
$444K 0.01%
20,729
383
$436K 0.01%
17,600
384
$430K 0.01%
66,083
+5,900
385
$395K ﹤0.01%
21,000
+2,450
386
$370K ﹤0.01%
4,850
-550
387
$364K ﹤0.01%
2,500
+25
388
$362K ﹤0.01%
9,250
389
$350K ﹤0.01%
9,325
-4,650
390
$345K ﹤0.01%
3,950
-925
391
$341K ﹤0.01%
7,875
+1,175
392
$332K ﹤0.01%
6,450
393
$330K ﹤0.01%
23,512
394
$330K ﹤0.01%
5,850
-50
395
$324K ﹤0.01%
10,750
396
$321K ﹤0.01%
15,936
+2,286
397
$318K ﹤0.01%
6,600
398
$317K ﹤0.01%
3,500
399
$315K ﹤0.01%
5,300
+200
400
$312K ﹤0.01%
+31,100
14 15
16
17 18