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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81.7M 0.82%
3,751,654
-35,432
27
$81.3M 0.82%
4,292,090
-2,346,763
28
$78.8M 0.79%
452,134
-11,489
29
$77.8M 0.78%
2,093,269
+32,863
30
$73.8M 0.74%
3,725,220
+55,914
31
$73.4M 0.74%
2,752,253
+101,764
32
$70M 0.7%
540,850
-68,640
33
$68.2M 0.68%
576,331
-53,925
34
$66.6M 0.67%
+3,530,904
35
$64.8M 0.65%
961,875
+49,588
36
$64.4M 0.65%
2,049,335
+7,462
37
$62.3M 0.62%
3,960,308
+147,477
38
$60.5M 0.61%
812,709
+76,100
39
$60.4M 0.61%
444,975
+25,135
40
$59.7M 0.6%
426,159
-90,813
41
$59.2M 0.59%
2,589,255
-42,426
42
$58.9M 0.59%
957,050
-56,480
43
$57.6M 0.58%
2,876,685
-340,562
44
$57.2M 0.57%
1,257,345
+3,280
45
$55.9M 0.56%
2,686,450
-121,550
46
$54.1M 0.54%
499,630
+491,482
47
$53.7M 0.54%
301,390
-32,960
48
$53.6M 0.54%
346,860
-52,690
49
$53.5M 0.54%
616,275
+10,150
50
$53.5M 0.54%
501,955
-55,780
1
2
3 4 5