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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$378K ﹤0.01%
8,525
-850
477
$376K ﹤0.01%
12,800
+200
478
$375K ﹤0.01%
12,790
+1,791
479
$374K ﹤0.01%
8,175
+800
480
$371K ﹤0.01%
+30,137
481
$365K ﹤0.01%
3,550
+400
482
$359K ﹤0.01%
39,175
+5,900
483
$355K ﹤0.01%
10,300
+2,125
484
$353K ﹤0.01%
11,175
+1,525
485
$352K ﹤0.01%
17,815
+1,600
486
$351K ﹤0.01%
3,400
-325
487
$351K ﹤0.01%
+7,725
488
$343K ﹤0.01%
23,550
+3,100
489
$337K ﹤0.01%
10,393
+1,300
490
$333K ﹤0.01%
90,400
-12,500
491
$324K ﹤0.01%
32,800
-14,900
492
$324K ﹤0.01%
14
+2
493
$321K ﹤0.01%
11,925
+800
494
$321K ﹤0.01%
15,900
-600
495
$319K ﹤0.01%
9,800
-400
496
$319K ﹤0.01%
11,280
-3,220
497
$318K ﹤0.01%
12,275
-800
498
$317K ﹤0.01%
6,500
+100
499
$317K ﹤0.01%
29,100
-11,100
500
$315K ﹤0.01%
24,100
+700
18 19
20
21 22