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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$308K ﹤0.01%
28,600
502
$307K ﹤0.01%
8,264
+1,519
503
$305K ﹤0.01%
14,400
504
$304K ﹤0.01%
13,412
-2,061
505
$304K ﹤0.01%
21,655
+1,298
506
$303K ﹤0.01%
13,725
+1,607
507
$302K ﹤0.01%
16,100
508
$301K ﹤0.01%
22,855
-4,209
509
$300K ﹤0.01%
8,130
+1,205
510
$299K ﹤0.01%
17,858
+3,745
511
$296K ﹤0.01%
7,168
-1,839
512
$295K ﹤0.01%
11,674
-1,542
513
$295K ﹤0.01%
9,100
514
$295K ﹤0.01%
13,200
515
$293K ﹤0.01%
+18,000
516
$293K ﹤0.01%
4,900
517
$293K ﹤0.01%
7,274
+805
518
$292K ﹤0.01%
+39,500
519
$289K ﹤0.01%
4,372
-1,122
520
$287K ﹤0.01%
14,625
521
$282K ﹤0.01%
7,216
-621
522
$280K ﹤0.01%
5,801
+201
523
$280K ﹤0.01%
+7,323
524
$279K ﹤0.01%
22,085
+4,163
525
$279K ﹤0.01%
17,799
-1,949
19 20
21
22 23