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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$346K ﹤0.01%
16,025
-5,600
502
$346K ﹤0.01%
18,200
503
$345K ﹤0.01%
+49,400
504
$344K ﹤0.01%
+37,700
505
$344K ﹤0.01%
4,250
-725
506
$343K ﹤0.01%
28,113
-2,204
507
$339K ﹤0.01%
14,000
-1,900
508
$338K ﹤0.01%
3,550
509
$338K ﹤0.01%
+3,190
510
$335K ﹤0.01%
+8,425
511
$335K ﹤0.01%
5,600
512
$332K ﹤0.01%
+19,200
513
$331K ﹤0.01%
+23,200
514
$330K ﹤0.01%
19,300
515
$329K ﹤0.01%
11,400
-700
516
$329K ﹤0.01%
21,400
+1,000
517
$327K ﹤0.01%
12,700
-8,200
518
$326K ﹤0.01%
13,100
-3,550
519
$326K ﹤0.01%
22,800
-4,400
520
$326K ﹤0.01%
11,425
-500
521
$320K ﹤0.01%
29,100
522
$319K ﹤0.01%
14,025
523
$319K ﹤0.01%
36,200
+4,000
524
$318K ﹤0.01%
4,890
525
$318K ﹤0.01%
11,700
+900
19 20
21
22 23