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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$217K ﹤0.01%
+1,295
377
$216K ﹤0.01%
8,014
+703
378
$215K ﹤0.01%
656
-1,290
379
$214K ﹤0.01%
5,305
380
$213K ﹤0.01%
293
-14
381
$210K ﹤0.01%
+6,703
382
$209K ﹤0.01%
+8,864
383
$209K ﹤0.01%
+6,538
384
$205K ﹤0.01%
+4,243
385
$202K ﹤0.01%
2,604
-418
386
$202K ﹤0.01%
1,378
387
$199K ﹤0.01%
15,201
+3,657
388
$198K ﹤0.01%
+13,246
389
$188K ﹤0.01%
13,950
-4,593
390
$181K ﹤0.01%
11,595
+1,522
391
$177K ﹤0.01%
15,169
+5,001
392
$173K ﹤0.01%
12,264
+1,378
393
$170K ﹤0.01%
18,877
+3,570
394
$157K ﹤0.01%
11,032
-81
395
$154K ﹤0.01%
33,397
+10,287
396
$146K ﹤0.01%
+10,924
397
$137K ﹤0.01%
+15,802
398
$125K ﹤0.01%
23,580
+6,114
399
$123K ﹤0.01%
23,050
+4,448
400
$117K ﹤0.01%
22,455
+6,738
14 15
16
17 18