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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$763K 0.02%
+30,760
377
$719K 0.01%
24,863
-23,863
378
$708K 0.01%
20,889
-24,995
379
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10,300
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380
$691K 0.01%
16,921
-24,128
381
$686K 0.01%
4,729
382
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6,603
-11,939
383
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384
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5,668
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385
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20,035
-30,310
386
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11,149
-16,784
387
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24,930
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388
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16,825
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389
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2,761
-25
390
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+28,216
391
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49,157
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392
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393
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38,161
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394
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13,035
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395
$600K 0.01%
18,728
-30,740
396
$594K 0.01%
7,150
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397
$592K 0.01%
27,352
-40,146
398
$590K 0.01%
13,536
-20,063
399
$586K 0.01%
32,867
-75,420
400
$585K 0.01%
50,766
-44,919
14 15
16
17 18