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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.2M 0.68%
270,050
-17,758
27
$40.5M 0.65%
254,489
+12,524
28
$40.2M 0.65%
987,724
-38,973
29
$40.2M 0.65%
503,419
+512
30
$40.1M 0.65%
247,863
-8,172
31
$39.8M 0.64%
168,973
+21,797
32
$39.8M 0.64%
143,163
-22,343
33
$39.7M 0.64%
250,462
-12,391
34
$39.6M 0.64%
120,034
+13,084
35
$39.5M 0.64%
528,159
-11,991
36
$39.5M 0.64%
2,379,840
-282,581
37
$39.5M 0.64%
238,120
-19,716
38
$38.8M 0.62%
861,960
-155,765
39
$38.6M 0.62%
459,955
-23,707
40
$38.6M 0.62%
320,537
-28,202
41
$38.5M 0.62%
75,025
-2,158
42
$38.5M 0.62%
190,230
+4,418
43
$38.4M 0.62%
102,427
-2,511
44
$38.2M 0.61%
+496,431
45
$38.1M 0.61%
464,617
+41,016
46
$37.9M 0.61%
368,281
-14,100
47
$37.7M 0.61%
807,140
-144,644
48
$37.4M 0.6%
839,155
+93,585
49
$37.3M 0.6%
769,665
-78,161
50
$37.2M 0.6%
+134,427
1
2
3 4 5