WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$71K ﹤0.01%
+1,480
502
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-40,000
503
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-38,675
504
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-70,700
505
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-9,050
506
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-14,650
507
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-40,800
508
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-20,000
509
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-22,456
510
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-20,700
511
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-4,275
512
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-32,700
513
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-61,700
514
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-36,913
515
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-10,150
516
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-291,507
517
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-732,800
518
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-327,525
519
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-6,350
520
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-999,225
521
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-22,317
522
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-8,500
523
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-6,115
524
– –
-3,375
525
– –
-538,844
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