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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$747K 0.01%
25,742
-1,340
452
$716K 0.01%
22,608
-833
453
$686K 0.01%
23,239
-724
454
$679K 0.01%
19,486
-733
455
$678K 0.01%
7,501
+146
456
$677K 0.01%
1,285
457
$674K 0.01%
4,022
458
$674K 0.01%
12,712
-1,185
459
$673K 0.01%
+21,192
460
$669K 0.01%
44,186
+4,511
461
$656K 0.01%
+7,154
462
$650K 0.01%
10,885
-41
463
$635K 0.01%
26,028
-2,433
464
$635K 0.01%
47,774
+2,190
465
$635K 0.01%
13,739
-403
466
$634K 0.01%
+1,631
467
$625K 0.01%
14,046
-491
468
$609K 0.01%
12,742
-24
469
$589K 0.01%
31,856
+2,493
470
$584K 0.01%
4,039
471
$544K 0.01%
1,626
-67
472
$503K 0.01%
4,470
-11
473
$500K 0.01%
648
-228
474
$464K 0.01%
10,551
475
$460K 0.01%
2,761
-96
17 18
19
20 21