WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$361K ﹤0.01%
36,250
-1,925
402
$358K ﹤0.01%
6,000
-450
403
$353K ﹤0.01%
+17,300
404
$352K ﹤0.01%
+33,100
405
$346K ﹤0.01%
7,450
-3,300
406
$346K ﹤0.01%
17,600
407
$346K ﹤0.01%
24,100
408
$345K ﹤0.01%
4,350
409
$344K ﹤0.01%
16,900
-2,500
410
$341K ﹤0.01%
5,900
411
$341K ﹤0.01%
48,000
412
$340K ﹤0.01%
13,375
+2,100
413
$340K ﹤0.01%
19,050
-1,600
414
$338K ﹤0.01%
22,225
415
$338K ﹤0.01%
6,400
-100
416
$336K ﹤0.01%
18,100
-11,000
417
$335K ﹤0.01%
+31,900
418
$334K ﹤0.01%
+37,200
419
$333K ﹤0.01%
12,325
-1,075
420
$328K ﹤0.01%
22,825
+2,400
421
$326K ﹤0.01%
5,650
-200
422
$326K ﹤0.01%
46,400
+2,700
423
$325K ﹤0.01%
47,100
424
$325K ﹤0.01%
17,600
+4,100
425
$325K ﹤0.01%
6,532
15 16
17
18 19