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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$337K ﹤0.01%
18,200
502
$333K ﹤0.01%
8,107
-1,325
503
$332K ﹤0.01%
25,540
+8,435
504
$331K ﹤0.01%
+15,551
505
$330K ﹤0.01%
40,200
506
$327K ﹤0.01%
+19,000
507
$326K ﹤0.01%
14,981
+5,756
508
$322K ﹤0.01%
2,780
+307
509
$322K ﹤0.01%
3,736
-513
510
$311K ﹤0.01%
+3,915
511
$311K ﹤0.01%
+35,236
512
$309K ﹤0.01%
63,800
513
$308K ﹤0.01%
14,984
+3,590
514
$307K ﹤0.01%
11,009
+3,492
515
$302K ﹤0.01%
8,649
-935
516
$299K ﹤0.01%
6,792
-404
517
$299K ﹤0.01%
+39,279
518
$297K ﹤0.01%
8,640
-648
519
$296K ﹤0.01%
7,311
-1,029
520
$290K ﹤0.01%
1,854
-209
521
$284K ﹤0.01%
1,663
+178
522
$283K ﹤0.01%
26,773
-5,050
523
$283K ﹤0.01%
18,122
+3,085
524
$282K ﹤0.01%
9,236
+501
525
$281K ﹤0.01%
13,054
-1,331
19 20
21
22 23