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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$690K 0.01%
101,200
+24,400
377
$686K 0.01%
29,800
+1,800
378
$685K 0.01%
66,300
+11,300
379
$685K 0.01%
34,900
-1,500
380
$684K 0.01%
35,625
-8,500
381
$681K 0.01%
48,800
382
$680K 0.01%
+58,200
383
$679K 0.01%
71,500
-11,800
384
$678K 0.01%
+104,300
385
$677K 0.01%
4,567
+284
386
$675K 0.01%
56,900
-7,200
387
$673K 0.01%
38,200
-4,800
388
$672K 0.01%
35,285
-7,700
389
$670K 0.01%
37,900
-2,738
390
$669K 0.01%
12,300
-2,000
391
$669K 0.01%
29,400
392
$669K 0.01%
30,800
-6,000
393
$668K 0.01%
11,050
+200
394
$662K 0.01%
55,000
+2,600
395
$661K 0.01%
18,200
396
$660K 0.01%
12,000
-1,800
397
$658K 0.01%
26,450
-1,300
398
$656K 0.01%
26,150
-3,200
399
$652K 0.01%
7,775
-200
400
$649K 0.01%
+32,400
14 15
16
17 18