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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$531K ﹤0.01%
10,717
+1,662
452
$515K ﹤0.01%
13,269
-122
453
$509K ﹤0.01%
6,038
+1,274
454
$507K ﹤0.01%
+3,369
455
$502K ﹤0.01%
7,859
-1,820
456
$501K ﹤0.01%
61,500
457
$495K ﹤0.01%
5,772
-1,270
458
$493K ﹤0.01%
13,653
-1,848
459
$476K ﹤0.01%
13,884
-753
460
$469K ﹤0.01%
7,810
-1,711
461
$469K ﹤0.01%
3,061
-26
462
$465K ﹤0.01%
8,750
-1,413
463
$465K ﹤0.01%
147,263
+7,096
464
$451K ﹤0.01%
43,800
465
$451K ﹤0.01%
+9,760
466
$443K ﹤0.01%
2,513
+850
467
$442K ﹤0.01%
8,218
-388
468
$433K ﹤0.01%
24,805
-2,283
469
$429K ﹤0.01%
29,291
+352
470
$425K ﹤0.01%
17,900
471
$419K ﹤0.01%
3,165
+490
472
$419K ﹤0.01%
26,734
-1,280
473
$413K ﹤0.01%
21,017
-2,686
474
$409K ﹤0.01%
15,300
475
$408K ﹤0.01%
5,309
-50
17 18
19
20 21