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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$534K 0.01%
7,527
+1,035
452
$534K 0.01%
140,167
+31,920
453
$528K ﹤0.01%
13,800
454
$517K ﹤0.01%
43,600
455
$513K ﹤0.01%
10,163
-65
456
$499K ﹤0.01%
26,540
-3,929
457
$499K ﹤0.01%
43,800
458
$496K ﹤0.01%
27,088
-2,448
459
$496K ﹤0.01%
36,426
-2,739
460
$493K ﹤0.01%
14,637
-1,431
461
$484K ﹤0.01%
9,784
+2,680
462
$475K ﹤0.01%
8,606
-915
463
$460K ﹤0.01%
15,501
-2,430
464
$460K ﹤0.01%
6,275
-4,300
465
$459K ﹤0.01%
28,600
466
$453K ﹤0.01%
23,703
+1,233
467
$452K ﹤0.01%
4,764
-830
468
$451K ﹤0.01%
28,939
-5,473
469
$448K ﹤0.01%
12,373
+635
470
$434K ﹤0.01%
3,087
-209
471
$431K ﹤0.01%
28,014
+298
472
$427K ﹤0.01%
13,391
+3,116
473
$425K ﹤0.01%
11,112
-12
474
$420K ﹤0.01%
+31,474
475
$419K ﹤0.01%
+29,453
17 18
19
20 21