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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$378K ﹤0.01%
13,375
-1,332
477
$375K ﹤0.01%
5,889
+810
478
$374K ﹤0.01%
874
479
$374K ﹤0.01%
7,007
+207
480
$372K ﹤0.01%
8,573
+1,723
481
$372K ﹤0.01%
56,300
+9,500
482
$371K ﹤0.01%
18,390
483
$364K ﹤0.01%
11,770
+1,320
484
$363K ﹤0.01%
9,664
+700
485
$356K ﹤0.01%
17,255
+2,230
486
$355K ﹤0.01%
27,400
-3,100
487
$354K ﹤0.01%
11,929
+400
488
$351K ﹤0.01%
10,559
+2,334
489
$349K ﹤0.01%
8,326
-1,624
490
$345K ﹤0.01%
22,425
+200
491
$341K ﹤0.01%
61,861
+22,011
492
$339K ﹤0.01%
14,317
+2,642
493
$339K ﹤0.01%
7,921
+196
494
$339K ﹤0.01%
19,190
+5,490
495
$331K ﹤0.01%
26,603
+4,878
496
$329K ﹤0.01%
10,458
+5,183
497
$324K ﹤0.01%
56,200
498
$324K ﹤0.01%
13,527
+27
499
$321K ﹤0.01%
+56,900
500
$315K ﹤0.01%
22,353
+4,153
18 19
20
21 22