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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$438K 0.01%
4,399
477
$426K 0.01%
2,942
+55
478
$422K 0.01%
102,185
+23,266
479
$403K 0.01%
3,615
480
$369K 0.01%
1,680
481
$367K 0.01%
706
+28
482
$366K 0.01%
823
+22
483
$357K 0.01%
3,153
484
$332K 0.01%
2,164
-352,225
485
$318K 0.01%
64
-5
486
$317K 0.01%
875
487
$302K 0.01%
+3,996
488
$295K 0.01%
7,873
489
$287K 0.01%
2,479
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490
$277K 0.01%
2,293
-51
491
$277K 0.01%
1,226
492
$275K ﹤0.01%
926
493
$269K ﹤0.01%
1,656
-305,131
494
$265K ﹤0.01%
532
+23
495
$255K ﹤0.01%
249
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496
$254K ﹤0.01%
2,561
+393
497
$253K ﹤0.01%
703
498
$248K ﹤0.01%
1,976
+43
499
$244K ﹤0.01%
10,695
-211
500
$237K ﹤0.01%
3,923
+241
18 19
20
21 22