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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$87.2M 0.91%
458,614
+10,049
27
$85.5M 0.89%
1,283,006
+337,809
28
$84.5M 0.88%
1,760,572
-1,144,095
29
$82.5M 0.86%
1,004,788
+41,327
30
$81.7M 0.85%
1,088,667
+90,781
31
$78.4M 0.82%
4,914,096
+406,739
32
$75.8M 0.79%
1,591,753
+237,687
33
$74.6M 0.78%
6,269,418
+103,610
34
$72.4M 0.75%
2,610,079
+67,201
35
$71M 0.74%
1,762,609
+481,775
36
$70.3M 0.73%
2,565,323
+25,909
37
$69M 0.72%
2,541,944
-464,462
38
$67.9M 0.71%
4,547,662
-292,312
39
$61.1M 0.64%
1,158,507
+402,857
40
$59.8M 0.62%
313,367
+84,942
41
$59.1M 0.62%
1,745,592
+648,617
42
$58.4M 0.61%
1,771,158
+406,583
43
$58.3M 0.61%
882,177
+283,537
44
$58M 0.6%
434,943
+101,983
45
$57.8M 0.6%
895,918
+231,318
46
$57.1M 0.6%
694,501
+99,211
47
$57M 0.59%
2,051,658
-345,609
48
$56.6M 0.59%
853,873
+192,773
49
$54.5M 0.57%
4,447,312
+114,977
50
$54.5M 0.57%
422,849
-11,967
1
2
3 4 5