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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$679K 0.01%
6,397
+122
377
$679K 0.01%
38,800
-2,700
378
$676K 0.01%
55,338
+1,413
379
$665K 0.01%
37,062
+4,162
380
$662K 0.01%
9,697
+822
381
$661K 0.01%
9,547
-1,428
382
$653K 0.01%
24,450
-25
383
$643K 0.01%
45,900
-3,200
384
$637K 0.01%
27,800
-1,000
385
$631K 0.01%
15,585
+2,435
386
$631K 0.01%
17,465
+2,415
387
$627K 0.01%
3,855
+105
388
$621K 0.01%
61,500
-6,800
389
$615K 0.01%
26,300
390
$608K 0.01%
44,700
-7,700
391
$606K 0.01%
21,017
+3,667
392
$599K 0.01%
54,131
-10,144
393
$598K 0.01%
35,300
-2,000
394
$590K 0.01%
9,440
-1,710
395
$589K 0.01%
16,446
+3,646
396
$589K 0.01%
34,000
-1,800
397
$585K 0.01%
29,500
-1,600
398
$584K 0.01%
81,200
+2,400
399
$583K 0.01%
130,900
-17,900
400
$580K 0.01%
+19,190
14 15
16
17 18