WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$777K0.01% 26,884
-2,917
-10%
-$84.3K
$772K0.01% 8,436
+1,282
+18%
+$117K
$769K0.01% 15,275
+2,563
+20%
+$129K
$769K0.01% 26,556
+5,364
+25%
+$155K
$760K0.01% 26,797
+3,558
+15%
+$101K
$745K0.01% 15,206
+1,467
+11%
+$71.9K
$743K0.01% 24,129
+4,643
+24%
+$143K
$737K0.01% 16,968
+2,922
+21%
+$127K
$720K0.01% 12,999
+2,114
+19%
+$117K
$715K0.01% 56,612
+8,838
+19%
+$112K
$705K0.01% 4,138
+116
+3%
+$19.8K
$703K0.01% 4,732
-406
-8%
-$60.3K
$687K0.01% 20,029
+7,287
+57%
+$250K
$674K0.01% 7,678
+177
+2%
+$15.5K
$666K0.01% 4,015
-24
-0.6%
-$3.98K
$642K0.01% 2,479
-685
-22%
-$178K
$622K0.01% 1,698
+67
+4%
+$24.6K
$610K0.01% 738
+90
+14%
+$74.3K
$600K0.01% 4,743
+273
+6%
+$34.5K
$576K0.01%
+6,974
 New
+$576K
$553K0.01% 36,666
+4,810
+15%
+$72.5K
$483K0.01% 2,890
-52
-2%
-$8.7K
$446K0.01% 1,663
+37
+2%
+$9.93K
$438K0.01% 10,488
-63
-0.6%
-$2.63K
$410K0.01% 3,091
-62
-2%
-$8.22K
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