WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$322K ﹤0.01%
+18,200
427
$322K ﹤0.01%
3,425
-150
428
$322K ﹤0.01%
13,600
+800
429
$322K ﹤0.01%
16,300
430
$321K ﹤0.01%
18,800
431
$319K ﹤0.01%
4,600
-950
432
$318K ﹤0.01%
5,425
-225
433
$318K ﹤0.01%
20,800
+1,100
434
$317K ﹤0.01%
13,025
435
$316K ﹤0.01%
16,789
436
$315K ﹤0.01%
22,289
-6,405
437
$315K ﹤0.01%
8,350
-150
438
$311K ﹤0.01%
18,900
439
$310K ﹤0.01%
37,900
440
$309K ﹤0.01%
+34,300
441
$305K ﹤0.01%
6,325
-950
442
$302K ﹤0.01%
12,325
-4,100
443
$302K ﹤0.01%
13,400
444
$300K ﹤0.01%
3,250
+350
445
$298K ﹤0.01%
+8,800
446
$292K ﹤0.01%
7,875
-425
447
$290K ﹤0.01%
17,084
+1,505
448
$290K ﹤0.01%
14,700
449
$290K ﹤0.01%
+21,125
450
$289K ﹤0.01%
3,725
-375
16 17
18
19 20