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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$226K ﹤0.01%
13,375
-3,225
477
$226K ﹤0.01%
2,700
-25
478
$224K ﹤0.01%
17,525
+2,525
479
$223K ﹤0.01%
12,775
-4,800
480
$223K ﹤0.01%
6,275
481
$222K ﹤0.01%
6,825
+1,325
482
$219K ﹤0.01%
5,500
-1,050
483
$213K ﹤0.01%
+1,975
484
$213K ﹤0.01%
+3,525
485
$212K ﹤0.01%
7,416
-283
486
$211K ﹤0.01%
+25,500
487
$210K ﹤0.01%
4,150
-800
488
$208K ﹤0.01%
7,050
-325
489
$207K ﹤0.01%
+10,350
490
$205K ﹤0.01%
+9,000
491
$199K ﹤0.01%
10,025
-425
492
$199K ﹤0.01%
13,050
+1,625
493
$197K ﹤0.01%
15,425
-1,300
494
$152K ﹤0.01%
6,467
-1,225
495
$142K ﹤0.01%
20,600
+9,850
496
$142K ﹤0.01%
21,158
-4,037
497
$90K ﹤0.01%
14,700
-4,425
498
$86K ﹤0.01%
807
-16
499
$79K ﹤0.01%
20,925
-33,075
500
$78K ﹤0.01%
18,275
+3,025
18 19
20
21 22