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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$644K 0.01%
16,694
-2,890
427
$630K 0.01%
12,552
-1,558
428
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+43,985
429
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18,600
430
$619K 0.01%
24,368
-1,815
431
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37,700
432
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9,187
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433
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4,184
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29,290
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435
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15,200
436
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74,400
437
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438
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48,300
439
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22,640
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440
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441
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41,088
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445
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446
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447
$572K 0.01%
59,000
448
$562K 0.01%
+55,800
449
$553K 0.01%
10,080
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450
$533K ﹤0.01%
2,655
-226
16 17
18
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