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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$576K 0.01%
22,100
-50
427
$574K 0.01%
31,575
-3,550
428
$569K 0.01%
+46,600
429
$567K 0.01%
10,350
430
$566K 0.01%
9,250
+525
431
$565K 0.01%
11,675
-1,725
432
$558K 0.01%
15,050
+25
433
$556K 0.01%
9,025
-425
434
$556K 0.01%
15,850
-2,450
435
$549K 0.01%
+15,950
436
$540K 0.01%
29,050
+1,950
437
$540K 0.01%
11,975
-25
438
$535K 0.01%
+20,700
439
$531K 0.01%
17,050
-2,050
440
$523K 0.01%
6,600
+100
441
$520K 0.01%
+7,725
442
$519K 0.01%
11,225
443
$517K 0.01%
107,625
444
$517K 0.01%
15,225
445
$511K 0.01%
16,650
-1,325
446
$508K 0.01%
13,400
+25
447
$507K 0.01%
6,900
+500
448
$503K 0.01%
7,692
+825
449
$500K 0.01%
13,000
-1,225
450
$499K 0.01%
16,150
-7,500
16 17
18
19 20