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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$620K 0.01%
49,401
-7,698
402
$611K 0.01%
85,900
403
$610K 0.01%
27,300
-6,200
404
$608K 0.01%
21,584
-8,044
405
$604K 0.01%
+56,900
406
$603K 0.01%
+10,574
407
$598K 0.01%
+59,000
408
$597K 0.01%
+25,424
409
$593K 0.01%
+15,700
410
$590K 0.01%
26,700
411
$583K 0.01%
51,400
-20,100
412
$582K 0.01%
43,400
413
$581K 0.01%
19,500
414
$579K 0.01%
20,700
415
$576K 0.01%
30,700
416
$572K 0.01%
11,500
417
$565K 0.01%
107,500
418
$561K 0.01%
12,000
-2,658
419
$558K 0.01%
48,900
420
$553K 0.01%
16,897
-1,934
421
$553K 0.01%
9,376
-818
422
$546K 0.01%
48,909
-2,675
423
$542K 0.01%
73,800
424
$539K 0.01%
38,301
+4,916
425
$532K 0.01%
17,969
+2,212
15 16
17
18 19