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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$101M 0.94%
791,794
+531,709
27
$99.9M 0.93%
1,104,379
-29,160
28
$94.2M 0.88%
527,766
+38,592
29
$90.6M 0.84%
2,101,032
-21,480
30
$89.7M 0.83%
2,151,944
-57,623
31
$89.1M 0.83%
1,199,819
+358,509
32
$85.3M 0.79%
1,819,349
+1,561
33
$81.5M 0.76%
460,987
+55,139
34
$80M 0.74%
674,660
-233,426
35
$75M 0.7%
1,529,567
-12,020
36
$69M 0.64%
2,467,160
-525,322
37
$69M 0.64%
4,048,099
-179,774
38
$66.3M 0.62%
1,892,476
-42,731
39
$64.5M 0.6%
2,136,012
+523,915
40
$59.6M 0.55%
2,169,600
+57,601
41
$59M 0.55%
871,215
-9,535
42
$56.9M 0.53%
3,073,400
-568,300
43
$56M 0.52%
625,176
-110,194
44
$55.2M 0.51%
+1,448,882
45
$55.1M 0.51%
768,325
-37,202
46
$54.9M 0.51%
+216,104
47
$54.3M 0.51%
188,797
-43,241
48
$54.2M 0.5%
276,893
-24,915
49
$53.9M 0.5%
648,437
-98,528
50
$53.6M 0.5%
+2,535,384
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2
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