WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.77B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$44.3M
3
+$44.1M
4
CDW icon
CDW
CDW
+$43.7M
5
TSN icon
Tyson Foods
TSN
+$42.1M

Top Sells

1
+$155M
2
+$57.3M
3
+$55.6M
4
AAPL icon
Apple
AAPL
+$44.4M
5
QCOM icon
Qualcomm
QCOM
+$40.5M

Sector Composition

1 Financials 18.6%
2 Industrials 16.45%
3 Technology 11.59%
4 Healthcare 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$513K 0.01%
6,403
+561
452
$511K 0.01%
6,718
-144
453
$503K 0.01%
10,201
-301
454
$499K 0.01%
3,779
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455
$493K 0.01%
12,323
-23
456
$493K 0.01%
20,223
-403
457
$485K 0.01%
+304
458
$483K 0.01%
9,733
+460
459
$481K 0.01%
12,507
-941
460
$480K 0.01%
+6,800
461
$479K 0.01%
22,448
-3,395
462
$477K 0.01%
10,753
+1,038
463
$472K 0.01%
+10,649
464
$467K 0.01%
20,288
-3,806
465
$465K 0.01%
17,122
+1,820
466
$462K 0.01%
10,574
-135
467
$455K 0.01%
31,067
-1,051
468
$443K 0.01%
12,254
-791
469
$438K 0.01%
2,518
-2
470
$437K 0.01%
5,543
-157
471
$434K ﹤0.01%
20,151
-1,677
472
$434K ﹤0.01%
+63,798
473
$434K ﹤0.01%
92,886
-78,580
474
$429K ﹤0.01%
13,937
+603
475
$427K ﹤0.01%
31,689
+10,523
17 18
19
20 21