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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$574K 0.01%
27,963
-7,402
402
$567K 0.01%
21,775
403
$566K 0.01%
13,560
-2,440
404
$565K 0.01%
35,700
-1,700
405
$559K 0.01%
48,379
-32,926
406
$559K 0.01%
+6,504
407
$558K 0.01%
29,600
-1,800
408
$555K 0.01%
+28,900
409
$555K 0.01%
+14,700
410
$555K 0.01%
141,100
-8,100
411
$555K 0.01%
+25,689
412
$554K 0.01%
+13,708
413
$554K 0.01%
61,000
-3,800
414
$551K 0.01%
16,785
-6,300
415
$551K 0.01%
139,600
-73,800
416
$550K 0.01%
84,800
417
$545K 0.01%
13,503
-1,422
418
$543K 0.01%
17,600
-7,500
419
$543K 0.01%
+30,700
420
$543K 0.01%
25,790
+6,915
421
$541K 0.01%
38,600
422
$528K 0.01%
23,500
+11,700
423
$528K 0.01%
72,100
424
$525K 0.01%
34,117
+9,117
425
$524K 0.01%
24,750
15 16
17
18 19