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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$647K 0.01%
40,600
402
$643K 0.01%
48,700
403
$642K 0.01%
+26,200
404
$642K 0.01%
51,600
+3,500
405
$642K 0.01%
48,600
+1,400
406
$640K 0.01%
86,500
+5,700
407
$636K 0.01%
+36,200
408
$635K 0.01%
63,666
-13,000
409
$634K 0.01%
11,975
-25
410
$631K 0.01%
4,625
-1,300
411
$630K 0.01%
157,800
412
$630K 0.01%
78,700
413
$625K 0.01%
78,175
+15,125
414
$613K 0.01%
25,800
-5,000
415
$612K 0.01%
22,000
+4,600
416
$609K 0.01%
9,900
-200
417
$608K 0.01%
33,200
418
$600K 0.01%
67,700
+10,000
419
$599K 0.01%
8,650
-1,200
420
$595K 0.01%
68,900
421
$594K 0.01%
81,200
+8,600
422
$590K 0.01%
10,275
-375
423
$589K 0.01%
8,425
-800
424
$588K 0.01%
8,525
-225
425
$580K 0.01%
45,400
+7,100
15 16
17
18 19