WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$288K ﹤0.01%
9,100
-200
452
$285K ﹤0.01%
23,300
+6,425
453
$283K ﹤0.01%
5,075
-300
454
$277K ﹤0.01%
5,275
-125
455
$276K ﹤0.01%
7,550
-1,800
456
$275K ﹤0.01%
4,900
+300
457
$274K ﹤0.01%
7,975
+375
458
$273K ﹤0.01%
3,187
-5
459
$272K ﹤0.01%
5,025
-100
460
$271K ﹤0.01%
5,175
+200
461
$271K ﹤0.01%
10,260
-1,286
462
$268K ﹤0.01%
+7,850
463
$260K ﹤0.01%
4,350
+875
464
$259K ﹤0.01%
20,283
-7,414
465
$257K ﹤0.01%
17,525
-300
466
$256K ﹤0.01%
5,400
-950
467
$248K ﹤0.01%
3,775
-175
468
$247K ﹤0.01%
+5,475
469
$241K ﹤0.01%
4,250
-400
470
$241K ﹤0.01%
14,300
+2,075
471
$237K ﹤0.01%
6,925
-2,375
472
$235K ﹤0.01%
+17,075
473
$229K ﹤0.01%
11,000
-1,700
474
$228K ﹤0.01%
3,300
-75
475
$227K ﹤0.01%
6,425
-1,800
17 18
19
20 21