WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$54M 0.97%
2,165,952
+1,901,224
27
$53M 0.95%
231,588
+18,602
28
$48.6M 0.88%
+1,062,664
29
$48.1M 0.87%
208,657
-80,861
30
$47.6M 0.86%
230,688
-27,794
31
$47M 0.85%
118,711
-10,769
32
$46.7M 0.84%
884,714
+107,450
33
$46.7M 0.84%
230,031
-74,323
34
$46.5M 0.84%
+130,109
35
$46.4M 0.84%
1,288,939
-106,369
36
$46M 0.83%
699,668
+93,277
37
$44.6M 0.8%
88,894
-1,074
38
$44.4M 0.8%
724,889
-13,941
39
$44M 0.79%
572,210
+27,966
40
$44M 0.79%
+1,708,340
41
$43.6M 0.79%
597,138
-140,902
42
$41.3M 0.74%
875,589
+802,160
43
$39.3M 0.71%
558,013
-72,565
44
$39.2M 0.71%
557,510
-122,238
45
$38.8M 0.7%
395,805
-59,601
46
$38.8M 0.7%
67,677
-9,609
47
$38.6M 0.7%
594,309
-230,923
48
$38.3M 0.69%
1,628,316
-200,235
49
$37.8M 0.68%
394,637
-33,119
50
$37.5M 0.67%
70,382
-16,228
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2
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