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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$523K 0.01%
73,800
-6,100
427
$522K 0.01%
9,100
428
$519K 0.01%
65,392
+3,292
429
$519K 0.01%
11,500
-5,700
430
$517K 0.01%
+15,637
431
$513K 0.01%
15,400
432
$511K 0.01%
11,321
+421
433
$511K 0.01%
19,500
-1,100
434
$507K 0.01%
+83,600
435
$504K 0.01%
+85,900
436
$501K 0.01%
28,932
+8,607
437
$500K 0.01%
23,657
+4,657
438
$499K 0.01%
24,800
-1,600
439
$484K 0.01%
179,200
-10,000
440
$483K 0.01%
13,290
-2,660
441
$482K 0.01%
33,700
-2,200
442
$482K 0.01%
32,000
-2,900
443
$479K 0.01%
7,611
-14,500
444
$478K 0.01%
65,800
445
$478K 0.01%
42,500
-1,900
446
$472K ﹤0.01%
48,200
447
$470K ﹤0.01%
38,585
+6,085
448
$468K ﹤0.01%
98,100
449
$468K ﹤0.01%
23,900
-1,200
450
$467K ﹤0.01%
63,000
-3,400
16 17
18
19 20