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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$465K ﹤0.01%
7,611
452
$465K ﹤0.01%
63,205
-160
453
$463K ﹤0.01%
12,102
-819
454
$460K ﹤0.01%
56,381
+6,300
455
$458K ﹤0.01%
72,100
456
$455K ﹤0.01%
28,971
+2,700
457
$450K ﹤0.01%
12,120
-1,519
458
$447K ﹤0.01%
38,600
459
$446K ﹤0.01%
20,489
+36
460
$442K ﹤0.01%
7,015
+1,034
461
$442K ﹤0.01%
28,800
462
$433K ﹤0.01%
36,076
+4,100
463
$433K ﹤0.01%
+37,833
464
$427K ﹤0.01%
+83,900
465
$425K ﹤0.01%
11,675
466
$422K ﹤0.01%
6,311
-1,018
467
$408K ﹤0.01%
+19,933
468
$397K ﹤0.01%
18,712
+2,822
469
$396K ﹤0.01%
41,300
-12,300
470
$393K ﹤0.01%
19,850
+3,459
471
$391K ﹤0.01%
35,698
+9,131
472
$390K ﹤0.01%
11,847
+2,118
473
$385K ﹤0.01%
24,000
474
$378K ﹤0.01%
12,005
+1,215
475
$372K ﹤0.01%
3,766
-613
17 18
19
20 21