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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.2M 0.72%
880,313
+239,904
27
$36M 0.71%
2,091,865
+123,682
28
$35.9M 0.71%
1,175,741
+64,904
29
$35.9M 0.71%
878,115
+91,285
30
$35.7M 0.71%
110,440
+17,446
31
$35.3M 0.7%
233,291
+13,964
32
$34.9M 0.69%
142,080
+1,300
33
$34.7M 0.69%
551,688
-22,081
34
$34.6M 0.68%
467,785
+16,989
35
$34.6M 0.68%
105,062
+6,691
36
$34.5M 0.68%
398,337
+104,350
37
$34.4M 0.68%
928,567
+95,473
38
$34.2M 0.68%
13,464
+3,188
39
$34.2M 0.68%
510,628
+94,518
40
$34.1M 0.67%
562,965
+130,245
41
$33.9M 0.67%
478,004
+44,815
42
$33.8M 0.67%
456,577
+34,977
43
$33.6M 0.66%
392,070
+41,388
44
$33.5M 0.66%
170,629
+18,433
45
$33.5M 0.66%
787,086
+127,494
46
$33.3M 0.66%
547,518
+159,021
47
$33.1M 0.65%
1,346,755
+201,688
48
$33.1M 0.65%
445,409
-44,965
49
$32.7M 0.65%
301,344
+58,993
50
$32.7M 0.65%
121,662
-20,840
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