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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$531K 0.01%
+55,900
427
$529K 0.01%
43,600
428
$528K 0.01%
132,400
429
$527K 0.01%
21,200
430
$519K 0.01%
+16,476
431
$511K 0.01%
66,500
432
$510K 0.01%
+61,600
433
$510K 0.01%
36,205
-5,428
434
$508K 0.01%
22,000
435
$508K 0.01%
63,000
436
$507K 0.01%
4,067
-814
437
$507K 0.01%
18,457
-3,651
438
$507K 0.01%
14,400
-700
439
$504K 0.01%
61,000
440
$502K 0.01%
9,001
-1,637
441
$501K 0.01%
51,800
442
$496K 0.01%
24,750
443
$491K ﹤0.01%
28,900
444
$486K ﹤0.01%
39,100
445
$485K ﹤0.01%
18,271
-1,116
446
$481K ﹤0.01%
14,234
-220
447
$473K ﹤0.01%
38,800
448
$472K ﹤0.01%
9,813
+504
449
$468K ﹤0.01%
15,400
450
$467K ﹤0.01%
9,967
-4,885
16 17
18
19 20