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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$379K ﹤0.01%
11,500
+3,100
477
$376K ﹤0.01%
18,925
-1,500
478
$375K ﹤0.01%
+5,675
479
$374K ﹤0.01%
7,750
+375
480
$374K ﹤0.01%
+20,000
481
$368K ﹤0.01%
13,500
-2,000
482
$368K ﹤0.01%
9,000
-1,400
483
$368K ﹤0.01%
+17,200
484
$367K ﹤0.01%
+11,150
485
$367K ﹤0.01%
8,232
486
$362K ﹤0.01%
+6,500
487
$361K ﹤0.01%
25,475
488
$360K ﹤0.01%
43,000
-1,700
489
$359K ﹤0.01%
+7,925
490
$358K ﹤0.01%
14,744
+1,800
491
$357K ﹤0.01%
30,400
492
$357K ﹤0.01%
34,100
493
$354K ﹤0.01%
8,375
-1,025
494
$353K ﹤0.01%
24,975
495
$350K ﹤0.01%
67,600
-12,800
496
$348K ﹤0.01%
10,375
-175
497
$348K ﹤0.01%
43,523
+6,032
498
$347K ﹤0.01%
10,918
499
$347K ﹤0.01%
10,475
-200
500
$347K ﹤0.01%
32,175
18 19
20
21 22