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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$482K ﹤0.01%
22,925
-750
452
$482K ﹤0.01%
8,710
-2,400
453
$481K ﹤0.01%
35,875
-3,725
454
$480K ﹤0.01%
3,550
+600
455
$477K ﹤0.01%
16,700
-3,650
456
$472K ﹤0.01%
3,100
457
$470K ﹤0.01%
7,675
+200
458
$459K ﹤0.01%
24,425
-1,002,075
459
$458K ﹤0.01%
13,500
460
$450K ﹤0.01%
27,200
+2,125
461
$448K ﹤0.01%
7,626
-225
462
$441K ﹤0.01%
+31,975
463
$439K ﹤0.01%
13,382
464
$431K ﹤0.01%
10,549
+25
465
$427K ﹤0.01%
3,013
466
$409K ﹤0.01%
+5,200
467
$404K ﹤0.01%
+24,654
468
$398K ﹤0.01%
5,175
+600
469
$392K ﹤0.01%
9,350
-1,600
470
$388K ﹤0.01%
10,350
+1,600
471
$387K ﹤0.01%
10,600
472
$382K ﹤0.01%
18,575
-1,125
473
$381K ﹤0.01%
15,461
+1,700
474
$380K ﹤0.01%
7,400
475
$380K ﹤0.01%
5,475
-1,225
17 18
19
20 21