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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$203K ﹤0.01%
2,610
+107
402
$202K ﹤0.01%
+6,219
403
$201K ﹤0.01%
+423
404
$201K ﹤0.01%
+7,422
405
$200K ﹤0.01%
21,659
+3,592
406
$185K ﹤0.01%
14,903
-86
407
$173K ﹤0.01%
16,727
408
$164K ﹤0.01%
+11,996
409
$139K ﹤0.01%
+11,717
410
$127K ﹤0.01%
24,417
+3,302
411
$121K ﹤0.01%
13,984
+1,752
412
$121K ﹤0.01%
10,443
413
$103K ﹤0.01%
18,499
+3,296
414
$96K ﹤0.01%
16,349
+2,582
415
$81K ﹤0.01%
+11,004
416
$80K ﹤0.01%
16,243
+1,101
417
$79K ﹤0.01%
10,305
418
$62K ﹤0.01%
31,203
419
– –
-29,129
420
– –
-1,337,036
421
– –
-773,779
422
– –
-802,829
423
– –
-2,199
424
– –
-723,115
425
– –
-18,765
14 15 16
17
18