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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$62.9M 0.81%
488,379
+33,243
27
$62.8M 0.81%
490,475
+213,892
28
$62.6M 0.81%
2,814,857
-282,992
29
$62.4M 0.81%
1,484,362
-169,559
30
$62.1M 0.8%
107,868
-6,606
31
$61.5M 0.79%
373,096
+15,561
32
$61.2M 0.79%
153,916
+37,482
33
$59.9M 0.78%
1,527,362
-204,622
34
$59.8M 0.77%
219,506
-55,393
35
$59M 0.76%
1,616,502
+59,050
36
$56.1M 0.72%
281,965
-56,634
37
$54.2M 0.7%
872,106
-222,553
38
$49.6M 0.64%
1,310,983
-369,591
39
$47.8M 0.62%
336,258
-28,237
40
$46.7M 0.6%
1,014,943
-100,985
41
$43.3M 0.56%
724,507
+13,059
42
$43.2M 0.56%
1,246,248
-224,304
43
$42.8M 0.55%
862,098
-204,566
44
$42.4M 0.55%
212,046
+158,108
45
$42.1M 0.54%
243,508
-79,352
46
$41.6M 0.54%
188,939
-37,436
47
$40.5M 0.52%
738,642
-65,032
48
$40.4M 0.52%
199,094
-8,258
49
$39.8M 0.51%
163,800
-49,364
50
$39.8M 0.51%
261,628
-14,335
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