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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$87K ﹤0.01%
+10,140
402
– –
-401,690
403
– –
-9,026
404
– –
-858,871
405
– –
-3,727
406
– –
-7,110
407
– –
-598,111
408
– –
-924
409
– –
-1,268
410
– –
-1,709
411
– –
-3,862
412
– –
-2,145,829
413
– –
-3,516
414
– –
-306,926
415
– –
-806,782
416
– –
-222,863
417
– –
-786
418
– –
-5,559
419
– –
-3,156
420
– –
-11,073
421
– –
-14,550
422
– –
-6,818
423
– –
-1,143
424
– –
-558,410
425
– –
-10,846
14 15 16
17
18