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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$694K 0.01%
26,004
-1,364
377
$692K 0.01%
22,312
-5,985
378
$686K 0.01%
8,621
+621
379
$683K 0.01%
9,403
+1,617
380
$682K 0.01%
34,400
381
$675K 0.01%
25,800
382
$675K 0.01%
12,400
+3,900
383
$669K 0.01%
4,069
+709
384
$669K 0.01%
+43,900
385
$668K 0.01%
72,402
+10,028
386
$665K 0.01%
12,590
-1,828
387
$662K 0.01%
+25,626
388
$657K 0.01%
41,000
389
$653K 0.01%
33,700
390
$643K 0.01%
7,858
+255
391
$638K 0.01%
27,559
-230
392
$636K 0.01%
18,432
+405
393
$636K 0.01%
10,746
+1,410
394
$633K 0.01%
32,290
+568
395
$632K 0.01%
19,900
396
$624K 0.01%
21,775
397
$623K 0.01%
+20,867
398
$623K 0.01%
+30,273
399
$621K 0.01%
11,582
+80
400
$620K 0.01%
13,599
-2,940
14 15
16
17 18