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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$869K 0.01%
18,939
-6,054
377
$869K 0.01%
115,733
+2,716
378
$845K 0.01%
29,400
379
$840K 0.01%
+48,300
380
$840K 0.01%
76,000
381
$830K 0.01%
34,000
-3,900
382
$818K 0.01%
59,300
383
$815K 0.01%
87,505
384
$808K 0.01%
+22,500
385
$808K 0.01%
19,600
386
$807K 0.01%
64,800
387
$788K 0.01%
+107,200
388
$785K 0.01%
+24,200
389
$779K 0.01%
11,837
+817
390
$772K 0.01%
7,254
-1,880
391
$767K 0.01%
190,700
392
$762K 0.01%
17,468
-6,455
393
$761K 0.01%
79,300
394
$760K 0.01%
+34,605
395
$752K 0.01%
63,000
396
$747K 0.01%
+36,400
397
$739K 0.01%
28,578
-7,665
398
$730K 0.01%
+47,100
399
$721K 0.01%
+11,005
400
$718K 0.01%
+56,900
14 15
16
17 18