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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$580K 0.01%
+141,700
427
$580K 0.01%
36,000
-500
428
$578K 0.01%
22,300
-2,400
429
$578K 0.01%
33,000
+5,125
430
$575K 0.01%
76,666
+5,200
431
$570K 0.01%
44,600
+700
432
$566K 0.01%
12,275
+1,725
433
$565K 0.01%
29,136
+13,428
434
$563K 0.01%
28,700
-800
435
$561K 0.01%
3,913
-1,027
436
$559K 0.01%
37,500
-300
437
$556K 0.01%
8,292
+2,425
438
$556K 0.01%
45,250
+6,300
439
$553K 0.01%
80,800
-14,600
440
$551K 0.01%
14,000
+3,725
441
$542K 0.01%
12,850
+4,450
442
$540K 0.01%
20,100
+8,075
443
$530K 0.01%
14,175
+3,425
444
$527K 0.01%
12,560
+1,400
445
$516K 0.01%
10,150
-125
446
$516K 0.01%
+41,300
447
$512K 0.01%
7,700
+975
448
$505K 0.01%
+13,400
449
$500K 0.01%
+7,925
450
$494K 0.01%
22,500
+3,150
16 17
18
19 20