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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.39M 0.03%
66,068
+1,677
377
$1.39M 0.03%
192,224
-4,827
378
$1.39M 0.03%
18,220
-34
379
$1.38M 0.02%
22,578
+1,832
380
$1.36M 0.02%
111,752
+32,850
381
$1.35M 0.02%
7,327
-656
382
$1.34M 0.02%
61,491
-35,553
383
$1.34M 0.02%
38,014
+3,812
384
$1.32M 0.02%
35,537
-6,380
385
$1.32M 0.02%
34,050
+7,772
386
$1.3M 0.02%
40,786
-358
387
$1.29M 0.02%
84,629
-337
388
$1.28M 0.02%
289,023
-25,820
389
$1.28M 0.02%
36,693
-8,758
390
$1.28M 0.02%
3,164
+675
391
$1.27M 0.02%
10,470
-41
392
$1.26M 0.02%
2,687
+70
393
$1.26M 0.02%
26,539
394
$1.25M 0.02%
+51,153
395
$1.22M 0.02%
13,086
-2,149
396
$1.22M 0.02%
112,491
397
$1.21M 0.02%
62,499
-22,641
398
$1.21M 0.02%
43,699
-12,237
399
$1.21M 0.02%
27,673
-3,624
400
$1.2M 0.02%
41,724
-4,919
14 15
16
17 18