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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$92.1M 0.93%
5,009,307
-165,686
27
$86.8M 0.87%
2,873,897
-111,514
28
$81.9M 0.82%
14,565,595
-217,437
29
$81.1M 0.81%
1,198,473
-12,326
30
$79.7M 0.8%
1,634,244
-97,713
31
$76.6M 0.77%
2,416,160
-145,295
32
$76M 0.76%
427,495
-22,905
33
$72.9M 0.73%
1,022,805
-53,681
34
$71.8M 0.72%
958,573
-32,043
35
$71.8M 0.72%
2,400,139
-119,216
36
$69.5M 0.7%
+1,959,373
37
$69M 0.69%
1,309,439
-118,103
38
$67.5M 0.68%
337,068
-28,056
39
$66.3M 0.67%
515,370
-33,220
40
$66.3M 0.67%
473,621
+34,007
41
$66.1M 0.66%
2,045,112
-582,214
42
$65.3M 0.66%
1,474,555
-341,568
43
$63.7M 0.64%
+3,565,914
44
$60.7M 0.61%
+1,069,704
45
$60.6M 0.61%
4,177,323
-165,794
46
$60.6M 0.61%
694,805
+82,389
47
$59.5M 0.6%
1,955,531
-60,886
48
$54.6M 0.55%
351,900
+8,562
49
$53.9M 0.54%
1,387,116
-25,832
50
$52.2M 0.52%
876,567
-22,964
1
2
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