WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.17M0.02% 143,778
-45,007
-24%
-$367K
$1.17M0.02% 72,123
+16,543
+30%
+$268K
$1.16M0.02%
+161,645
 New
+$1.16M
$1.16M0.02% 28,332
+4,734
+20%
+$193K
$1.15M0.02% 64,681
-41,875
-39%
-$747K
$1.14M0.02% 159,789
-45,481
-22%
-$323K
$1.13M0.02% 65,526
-21,389
-25%
-$368K
$1.13M0.02% 107,336
+26,531
+33%
+$279K
$1.11M0.02% 40,186
+3,577
+10%
+$99.1K
$1.11M0.02% 160,995
+36,643
+29%
+$252K
$1.1M0.02% 25,094
-7,879
-24%
-$344K
$1.09M0.02% 148,363
+35,193
+31%
+$259K
$1.09M0.02% 132,165
-44,916
-25%
-$370K
$1.08M0.02% 9,508
-962
-9%
-$109K
$1.08M0.02% 13,046
-4,107
-24%
-$339K
$1.07M0.02% 26,486
+2,947
+13%
+$119K
$1.07M0.02% 18,425
+1,830
+11%
+$106K
$1.06M0.02% 42,580
+5,905
+16%
+$148K
$1.06M0.02% 44,254
+10,054
+29%
+$241K
$1.06M0.02% 28,218
+3,221
+13%
+$121K
$1.06M0.02% 14,523
+2,035
+16%
+$148K
$1.06M0.02% 66,839
+21,836
+49%
+$345K
$1.05M0.02% 4,292
-92
-2%
-$22.6K
$1.04M0.02% 26,015
+4,056
+18%
+$162K
$1.04M0.02% 45,114
+2,388
+6%
+$54.8K
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