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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$406K ﹤0.01%
6,607
-285
477
$403K ﹤0.01%
+34,911
478
$400K ﹤0.01%
9,993
-1,132
479
$396K ﹤0.01%
44,283
+9,077
480
$392K ﹤0.01%
10,400
-5,700
481
$391K ﹤0.01%
5,359
+314
482
$388K ﹤0.01%
8,949
-799
483
$385K ﹤0.01%
22,311
-2,713
484
$378K ﹤0.01%
9,000
485
$376K ﹤0.01%
9,055
-806
486
$374K ﹤0.01%
9,000
487
$373K ﹤0.01%
2,675
-419
488
$366K ﹤0.01%
17,900
489
$360K ﹤0.01%
4,900
490
$359K ﹤0.01%
39,000
491
$356K ﹤0.01%
+18,918
492
$356K ﹤0.01%
+13,800
493
$350K ﹤0.01%
15,300
494
$349K ﹤0.01%
13,097
-1,647
495
$345K ﹤0.01%
45,500
496
$344K ﹤0.01%
+13,800
497
$343K ﹤0.01%
24,304
-2,372
498
$343K ﹤0.01%
23,760
+1,021
499
$339K ﹤0.01%
11,327
-1,753
500
$338K ﹤0.01%
5,769
-512
18 19
20
21 22