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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$747K 0.01%
56,900
402
$744K 0.01%
51,800
-15,400
403
$743K 0.01%
29,001
+423
404
$738K 0.01%
14,897
-2,571
405
$733K 0.01%
24,200
406
$729K 0.01%
6,234
+23
407
$726K 0.01%
20,717
-6,266
408
$724K 0.01%
79,300
409
$712K 0.01%
23,800
+10,000
410
$708K 0.01%
+59,200
411
$705K 0.01%
+19,288
412
$696K 0.01%
17,576
-206
413
$695K 0.01%
41,600
414
$690K 0.01%
24,000
415
$686K 0.01%
8,023
+156
416
$683K 0.01%
14,798
+490
417
$683K 0.01%
15,800
418
$681K 0.01%
+83,100
419
$678K 0.01%
16,942
-156
420
$676K 0.01%
12,920
+260
421
$672K 0.01%
10,302
-110
422
$659K 0.01%
29,400
423
$652K 0.01%
86,500
+41,000
424
$649K 0.01%
42,300
425
$647K 0.01%
28,900
15 16
17
18 19