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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$459K ﹤0.01%
12,025
+2,025
452
$456K ﹤0.01%
43,400
-3,400
453
$455K ﹤0.01%
42,000
-1,700
454
$451K ﹤0.01%
40,600
-22,100
455
$444K ﹤0.01%
5,230
+105
456
$440K ﹤0.01%
21,229
+8,129
457
$422K ﹤0.01%
28,900
458
$421K ﹤0.01%
+17,064
459
$421K ﹤0.01%
37,025
+3,700
460
$418K ﹤0.01%
30,971
-4
461
$418K ﹤0.01%
31,374
+7,164
462
$408K ﹤0.01%
25,537
+7,987
463
$407K ﹤0.01%
6,798
+498
464
$406K ﹤0.01%
57,588
-31,137
465
$403K ﹤0.01%
15,423
-502
466
$399K ﹤0.01%
+15,430
467
$398K ﹤0.01%
16,643
-5,582
468
$397K ﹤0.01%
34,100
469
$397K ﹤0.01%
27,632
+5,432
470
$395K ﹤0.01%
8,526
+2,426
471
$393K ﹤0.01%
4,367
+517
472
$390K ﹤0.01%
22,700
473
$389K ﹤0.01%
19,602
+3,577
474
$388K ﹤0.01%
13,808
+1,933
475
$382K ﹤0.01%
+48,329
17 18
19
20 21