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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$879K 0.01%
7,681
+427
377
$872K 0.01%
+117,800
378
$871K 0.01%
+17,700
379
$858K 0.01%
89,094
-2,197
380
$853K 0.01%
59,300
381
$845K 0.01%
+19,582
382
$822K 0.01%
28,100
383
$816K 0.01%
12,465
+2,333
384
$805K 0.01%
36,400
385
$804K 0.01%
+16,772
386
$796K 0.01%
3,369
-361
387
$795K 0.01%
190,700
388
$794K 0.01%
87,000
+46,800
389
$794K 0.01%
17,765
-668
390
$793K 0.01%
133,300
391
$788K 0.01%
37,657
+3,052
392
$786K 0.01%
56,500
-6,500
393
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71,100
-36,100
394
$758K 0.01%
47,100
395
$757K 0.01%
78,625
-8,880
396
$752K 0.01%
+19,500
397
$751K 0.01%
78,200
398
$751K 0.01%
19,600
399
$750K 0.01%
11,019
-818
400
$748K 0.01%
47,500
-28,500
14 15
16
17 18