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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.19M 0.02%
61,443
-549
402
$1.18M 0.02%
33,116
-3,423
403
$1.17M 0.02%
35,802
-2,715
404
$1.14M 0.02%
15,946
-1,948
405
$1.14M 0.02%
77,896
+7,515
406
$1.14M 0.02%
49,960
+3,892
407
$1.12M 0.02%
60,325
+2,042
408
$1.1M 0.02%
41,406
+7,855
409
$1.1M 0.02%
32,653
-2,736
410
$1.09M 0.02%
16,595
-1,519
411
$1.07M 0.02%
80,805
-14,945
412
$1.06M 0.02%
113,170
-17,447
413
$1.05M 0.02%
4,384
414
$1.05M 0.02%
72,724
-1,771
415
$1.04M 0.02%
49,994
+5,606
416
$1.04M 0.02%
+40,503
417
$1.03M 0.02%
36,609
+5,321
418
$1.02M 0.02%
72,396
+5,906
419
$1.02M 0.02%
22,075
-255
420
$1.02M 0.02%
+45,003
421
$1.01M 0.02%
5,504
+383
422
$1.01M 0.02%
29,801
+89
423
$1.01M 0.02%
+55,580
424
$1M 0.02%
19,288
+2,437
425
$986K 0.02%
36,675
-303
15 16
17
18 19