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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$491K 0.01%
7,100
+475
452
$480K 0.01%
22,725
+2,875
453
$480K 0.01%
13,650
+3,950
454
$476K 0.01%
10,650
+1,700
455
$464K 0.01%
15,074
+5,425
456
$463K ﹤0.01%
+13,600
457
$458K ﹤0.01%
+60,389
458
$453K ﹤0.01%
11,525
+700
459
$451K ﹤0.01%
13,100
+3,650
460
$442K ﹤0.01%
7,400
+875
461
$440K ﹤0.01%
33,200
+15,300
462
$438K ﹤0.01%
32,300
+11,650
463
$438K ﹤0.01%
4,975
+1,925
464
$433K ﹤0.01%
13,900
+4,850
465
$429K ﹤0.01%
12,500
+75
466
$428K ﹤0.01%
8,951
+1,200
467
$424K ﹤0.01%
3,113
+600
468
$423K ﹤0.01%
7,450
+1,000
469
$422K ﹤0.01%
17,011
-575
470
$418K ﹤0.01%
21,025
+5,800
471
$396K ﹤0.01%
+14,825
472
$392K ﹤0.01%
12,600
+1,725
473
$387K ﹤0.01%
19,400
+9,525
474
$386K ﹤0.01%
14,232
-300
475
$386K ﹤0.01%
10,517
+1,475
17 18
19
20 21