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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$462K 0.01%
17,057
-30,030
427
$456K 0.01%
13,348
-16,924
428
$455K 0.01%
44,491
-75,402
429
$452K 0.01%
8,252
-12,596
430
$446K 0.01%
7,157
-13,444
431
$440K 0.01%
4,724
-7,720
432
$437K 0.01%
76,141
-134,434
433
$436K 0.01%
8,184
-276
434
$434K 0.01%
100,505
-155,058
435
$434K 0.01%
15,854
-23,646
436
$427K 0.01%
15,388
-28,162
437
$426K 0.01%
793
-652
438
$415K 0.01%
814
-16
439
$415K 0.01%
14,255
-14,360
440
$411K 0.01%
13,745
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441
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7,303
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442
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39,848
-61,092
443
$405K 0.01%
7,535
+26
444
$405K 0.01%
13,029
-15,317
445
$399K 0.01%
85,060
-76,556
446
$394K 0.01%
19,374
-35,268
447
$389K 0.01%
15,339
-25,105
448
$388K 0.01%
+19,683
449
$386K 0.01%
8,707
+642
450
$384K 0.01%
13,397
-28,846
16 17
18
19 20