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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$312K ﹤0.01%
28,325
502
$312K ﹤0.01%
5,994
-1,006
503
$311K ﹤0.01%
10,351
+401
504
$310K ﹤0.01%
17,613
-625
505
$309K ﹤0.01%
71,635
+24,660
506
$308K ﹤0.01%
7,644
+1,969
507
$306K ﹤0.01%
4,900
-600
508
$305K ﹤0.01%
16,200
509
$303K ﹤0.01%
30,100
510
$300K ﹤0.01%
25,091
+16
511
$299K ﹤0.01%
15,750
512
$298K ﹤0.01%
8,445
+10
513
$298K ﹤0.01%
34,625
+1,850
514
$298K ﹤0.01%
+34,100
515
$297K ﹤0.01%
9,000
-800
516
$295K ﹤0.01%
24,983
+5,383
517
$295K ﹤0.01%
17,900
-2,400
518
$293K ﹤0.01%
15,128
-1,447
519
$293K ﹤0.01%
+14,016
520
$292K ﹤0.01%
16,100
-1,900
521
$291K ﹤0.01%
+74,700
522
$290K ﹤0.01%
22,100
-1,900
523
$288K ﹤0.01%
12,925
-1,500
524
$285K ﹤0.01%
72,100
525
$284K ﹤0.01%
15,333
-4,967
19 20
21
22 23