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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$711K 0.01%
30,825
-1,850
377
$708K 0.01%
11,375
+1,800
378
$703K 0.01%
68,300
-8,200
379
$693K 0.01%
+7,158
380
$688K 0.01%
48,675
+1,050
381
$686K 0.01%
73,800
-36,400
382
$683K 0.01%
+22,025
383
$654K 0.01%
42,985
-1,600
384
$652K 0.01%
8,525
+1,100
385
$652K 0.01%
37,800
-2,400
386
$647K 0.01%
16,525
+100
387
$646K 0.01%
51,275
+10,775
388
$644K 0.01%
96,800
-2,200
389
$642K 0.01%
15,425
+2,100
390
$641K 0.01%
42,900
+4,000
391
$640K 0.01%
64,100
+4,200
392
$637K 0.01%
35,100
-1,200
393
$635K 0.01%
47,000
+400
394
$633K 0.01%
21,200
-1,200
395
$633K 0.01%
45,200
-400
396
$633K 0.01%
31,175
-400
397
$632K 0.01%
18,575
+2,500
398
$631K 0.01%
20,733
+7,150
399
$630K 0.01%
19,500
-2,200
400
$630K 0.01%
52,950
-22,100
14 15
16
17 18