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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$71.5M 0.75%
1,053,770
-14,520
27
$71.2M 0.75%
4,215,681
-2,251,626
28
$70.3M 0.74%
3,960,203
+425,508
29
$69.6M 0.73%
+529,945
30
$69M 0.72%
2,344,218
+352,364
31
$67.7M 0.71%
809,805
+131,399
32
$65.7M 0.69%
1,674,023
+109,654
33
$65.6M 0.69%
800,403
-16,382
34
$65.4M 0.69%
2,420,199
-129,166
35
$65M 0.68%
596,520
-68,630
36
$64.8M 0.68%
2,089,006
+486,097
37
$63.3M 0.66%
387,590
-30,430
38
$63.1M 0.66%
753,870
+82,650
39
$62.2M 0.65%
957,894
-59,442
40
$58.7M 0.62%
846,303
-30,409
41
$57.1M 0.6%
1,051,900
-28,475
42
$56.9M 0.6%
538,675
+21,032
43
$56M 0.59%
566,714
-24,785
44
$55.3M 0.58%
+700,925
45
$55.2M 0.58%
1,033,142
-51,475
46
$54.2M 0.57%
4,730,400
+10,000
47
$54.1M 0.57%
2,470,511
-1,542,853
48
$53.9M 0.57%
247,734
-12,436
49
$53.8M 0.57%
3,231,970
-83,634
50
$52.3M 0.55%
417,120
+32,825
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