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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$970K 0.02%
23,598
-3,168
427
$966K 0.02%
162,683
+15,471
428
$955K 0.02%
118,345
-939
429
$944K 0.02%
26,677
-698
430
$939K 0.02%
23,539
-212
431
$931K 0.02%
15,486
-8,518
432
$929K 0.02%
21,959
+1,931
433
$923K 0.02%
4,195
-45
434
$919K 0.02%
12,488
-905
435
$897K 0.02%
177,239
-6,107
436
$893K 0.02%
32,367
-2,938
437
$882K 0.02%
116,271
-13,155
438
$872K 0.02%
34,200
439
$858K 0.02%
239,590
-57,734
440
$857K 0.02%
+124,352
441
$850K 0.02%
4,247
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442
$838K 0.02%
63,538
-402
443
$833K 0.02%
25,374
+705
444
$828K 0.01%
22,644
-47
445
$791K 0.01%
42,726
-10,018
446
$779K 0.01%
9,015
-277
447
$773K 0.01%
2,446
448
$769K 0.01%
5,138
+68
449
$768K 0.01%
146,202
-33,603
450
$761K 0.01%
7,077
16 17
18
19 20