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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$108M 0.97%
4,861,581
+301,427
27
$104M 0.93%
582,618
+54,852
28
$102M 0.91%
1,101,516
-2,863
29
$99.9M 0.9%
1,177,270
+20,823
30
$98.8M 0.89%
488,422
+27,435
31
$98.3M 0.88%
1,197,130
-2,689
32
$94.9M 0.85%
2,281,913
+129,969
33
$88.2M 0.79%
1,877,522
+58,173
34
$83.1M 0.75%
4,055,593
+7,494
35
$75.9M 0.68%
1,540,898
+11,331
36
$69.5M 0.62%
2,291,753
-175,407
37
$66.7M 0.6%
2,288,968
+152,956
38
$66.1M 0.59%
968,738
+200,413
39
$65.6M 0.59%
222,534
+6,430
40
$64.9M 0.58%
319,089
+65,282
41
$63.9M 0.57%
612,213
-12,963
42
$63.9M 0.57%
1,384,140
-64,742
43
$63.8M 0.57%
1,350,362
+278,660
44
$63.7M 0.57%
729,881
+59,956
45
$63.1M 0.57%
1,492,620
+204,684
46
$62.4M 0.56%
203,243
+14,446
47
$61.7M 0.55%
+1,501,626
48
$61.3M 0.55%
611,317
+65,067
49
$61.1M 0.55%
1,929,395
+36,919
50
$60.9M 0.55%
2,229,461
+59,861
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