WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$640K 0.01%
10,875
-2,700
377
$636K 0.01%
45,600
-1,200
378
$634K 0.01%
32,100
379
$630K 0.01%
29,175
+1,500
380
$629K 0.01%
32,800
-625
381
$628K 0.01%
61,866
+3,300
382
$627K 0.01%
45,600
+2,299
383
$625K 0.01%
31,750
384
$611K 0.01%
26,500
+1,400
385
$493K 0.01%
20,000
-17,800
386
$487K 0.01%
18,425
+9,775
387
$479K 0.01%
6,950
+2,300
388
$436K ﹤0.01%
2,850
+250
389
$434K ﹤0.01%
9,275
-1,650
390
$430K ﹤0.01%
+4,150
391
$429K ﹤0.01%
+7,250
392
$425K ﹤0.01%
41,400
-3,657,944
393
$410K ﹤0.01%
30,400
+12,000
394
$395K ﹤0.01%
7,538
-150
395
$394K ﹤0.01%
12,075
-225
396
$383K ﹤0.01%
3,925
-75
397
$378K ﹤0.01%
6,525
+100
398
$375K ﹤0.01%
8,175
-550
399
$373K ﹤0.01%
+4,550
400
$366K ﹤0.01%
4,336
-204
14 15
16
17 18