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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$315K ﹤0.01%
18,700
-1,500
502
$315K ﹤0.01%
19,300
-100
503
$315K ﹤0.01%
4,975
-625
504
$315K ﹤0.01%
34,800
-14,000
505
$314K ﹤0.01%
21,200
-300
506
$313K ﹤0.01%
13,600
+100
507
$312K ﹤0.01%
28,389
+3,500
508
$311K ﹤0.01%
4,075
+625
509
$311K ﹤0.01%
+23,600
510
$309K ﹤0.01%
10,250
+1,500
511
$309K ﹤0.01%
33,700
-8,000
512
$308K ﹤0.01%
14,025
+1,500
513
$307K ﹤0.01%
23,650
+3,200
514
$307K ﹤0.01%
13,900
-3,200
515
$307K ﹤0.01%
23,300
-5,700
516
$306K ﹤0.01%
21,100
+200
517
$305K ﹤0.01%
21,625
-700
518
$303K ﹤0.01%
3,550
+900
519
$303K ﹤0.01%
72,900
+42,400
520
$300K ﹤0.01%
21,225
-700
521
$299K ﹤0.01%
31,310
+4,200
522
$297K ﹤0.01%
47,400
-600
523
$296K ﹤0.01%
15,900
+900
524
$295K ﹤0.01%
25,108
-768
525
$294K ﹤0.01%
2,780
-140
19 20
21
22 23