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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$68.1M 0.73%
3,963,136
-50,570
27
$66.8M 0.71%
3,734,107
-25,121
28
$66.8M 0.71%
1,088,429
+79,034
29
$66.7M 0.71%
2,166,734
-65,059
30
$66.6M 0.71%
920,559
+116,467
31
$66.1M 0.71%
2,807,331
-92,028
32
$65.7M 0.7%
2,719,541
+297,642
33
$64.8M 0.69%
2,080,917
+9,444
34
$60.4M 0.64%
474,950
-13,880
35
$59.5M 0.64%
325,765
-15,625
36
$59.2M 0.63%
1,064,900
-34,027
37
$58.2M 0.62%
2,234,113
+2,218,538
38
$57.8M 0.62%
3,626,198
-343,538
39
$54.5M 0.58%
631,888
-133,795
40
$54.2M 0.58%
519,918
-104,065
41
$53.5M 0.57%
1,407,672
-261,836
42
$52.9M 0.57%
902,817
+226,530
43
$51.6M 0.55%
363,238
-10,350
44
$51.3M 0.55%
566,085
-96,535
45
$51.2M 0.55%
2,032,575
+28,200
46
$50.7M 0.54%
3,265,491
+24,320
47
$50.6M 0.54%
+3,138,511
48
$50.4M 0.54%
1,448,750
-192,625
49
$50.1M 0.54%
1,275,597
-291,180
50
$50.1M 0.53%
438,613
+152,660
1
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