WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.03M0.02% 29,905
+3,228
+12%
+$111K
$1.02M0.02% 121,687
+3,342
+3%
+$28K
$1.02M0.02% 5,517
+13
+0.2%
+$2.39K
$999K0.02%
+33,041
 New
+$999K
$991K0.02% 236,483
+90,281
+62%
+$378K
$986K0.02% 25,324
+2,680
+12%
+$104K
$981K0.02% 18,367
-3,708
-17%
-$198K
$981K0.02% 178,369
+15,686
+10%
+$86.3K
$979K0.02% 31,068
+5,694
+22%
+$179K
$946K0.02% 49,550
+8,144
+20%
+$155K
$936K0.02% 142,001
+25,730
+22%
+$170K
$934K0.02% 77,726
+14,188
+22%
+$171K
$898K0.02% 2,562
+116
+5%
+$40.7K
$876K0.02% 170,123
-7,116
-4%
-$36.6K
$865K0.02% 10,335
+1,320
+15%
+$110K
$860K0.02% 119,938
-38,958
-25%
-$279K
$859K0.02% 7,224
+147
+2%
+$17.5K
$855K0.02% 254,498
+14,908
+6%
+$50.1K
$827K0.02% 28,174
-4,193
-13%
-$123K
$815K0.02% 3,799
-396
-9%
-$85K
$807K0.02% 4,820
-2,389
-33%
-$400K
$800K0.02% 46,356
-15,087
-25%
-$260K
$792K0.02% 30,292
+4,550
+18%
+$119K
$792K0.02% 26,700
+4,092
+18%
+$121K
$777K0.02% 6,207
+1,960
+46%
+$245K
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