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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$370K ﹤0.01%
21,469
-1,842
477
$368K ﹤0.01%
+48,300
478
$368K ﹤0.01%
4,815
-69,703
479
$366K ﹤0.01%
6,001
-1,228
480
$365K ﹤0.01%
23,492
+2,938
481
$362K ﹤0.01%
9,972
-614
482
$359K ﹤0.01%
1,521
+406
483
$359K ﹤0.01%
30,198
-548,180
484
$355K ﹤0.01%
5,845
-1,229
485
$349K ﹤0.01%
28,667
+4,242
486
$348K ﹤0.01%
5,692
+400
487
$343K ﹤0.01%
15,858
-1,762
488
$338K ﹤0.01%
4,273
-308
489
$336K ﹤0.01%
13,216
-1,748
490
$336K ﹤0.01%
2,545
-612
491
$336K ﹤0.01%
9,631
+2,026
492
$333K ﹤0.01%
14,637
-21
493
$331K ﹤0.01%
34,100
494
$328K ﹤0.01%
11,912
-1,149
495
$327K ﹤0.01%
13,416
-1,236
496
$320K ﹤0.01%
13,400
497
$319K ﹤0.01%
11,272
+144
498
$319K ﹤0.01%
30,100
499
$317K ﹤0.01%
23,515
500
$312K ﹤0.01%
32,748
-21,098
18 19
20
21 22