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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$257K 0.01%
943
-27
477
$253K 0.01%
23,109
-31,711
478
$249K ﹤0.01%
2,238
+28
479
$247K ﹤0.01%
1,761
-26
480
$227K ﹤0.01%
2,900
+333
481
$226K ﹤0.01%
1,226
+8
482
$226K ﹤0.01%
404
-10
483
$224K ﹤0.01%
+2,534
484
$222K ﹤0.01%
+72
485
$213K ﹤0.01%
780
+109
486
$209K ﹤0.01%
1,344
+7
487
$203K ﹤0.01%
+2,167
488
$201K ﹤0.01%
2,201
+18
489
$169K ﹤0.01%
11,239
+36
490
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-1,255
491
– –
-28,018
492
– –
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493
– –
-301
494
– –
-313,075
495
– –
-34,390
496
– –
-3,574
497
– –
-196,960
498
– –
-256,915
499
– –
-87,154
500
– –
-7,405
18 19
20
21 22