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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$384K 0.01%
8,158
-14,827
452
$378K 0.01%
24,365
-52,673
453
$375K 0.01%
740
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454
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11,510
-17,227
455
$367K 0.01%
21,120
-32,682
456
$363K 0.01%
19,794
-38,083
457
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10,583
-17,422
458
$361K 0.01%
7,565
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459
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10,865
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460
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17,534
-32,204
461
$359K 0.01%
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462
$359K 0.01%
14,001
-23,213
463
$358K 0.01%
35,488
-59,939
464
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10,484
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465
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466
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467
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13,291
-32,305
468
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3,413
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469
$327K 0.01%
1,489
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470
$319K 0.01%
858
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471
$312K 0.01%
11,384
472
$305K 0.01%
2,878
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473
$290K 0.01%
3,128
-178
474
$283K 0.01%
1,816
-2,533
475
$259K 0.01%
4,457
-475,562
17 18
19
20 21