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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$357K ﹤0.01%
12,450
+1,123
502
$355K ﹤0.01%
40,218
-4,065
503
$351K ﹤0.01%
1,837
-17
504
$349K ﹤0.01%
5,960
+380
505
$348K ﹤0.01%
20,820
-1,491
506
$348K ﹤0.01%
13,800
507
$347K ﹤0.01%
9,000
508
$346K ﹤0.01%
18,325
509
$345K ﹤0.01%
6,937
+1,377
510
$340K ﹤0.01%
5,616
-153
511
$337K ﹤0.01%
2,755
-25
512
$336K ﹤0.01%
12,462
-635
513
$330K ﹤0.01%
8,116
+9
514
$327K ﹤0.01%
22,850
-1,454
515
$321K ﹤0.01%
5,175
-1,100
516
$319K ﹤0.01%
18,200
517
$318K ﹤0.01%
39,000
518
$314K ﹤0.01%
7,862
-787
519
$313K ﹤0.01%
+94,601
520
$309K ﹤0.01%
14,033
-951
521
$304K ﹤0.01%
8,765
+1,041
522
$303K ﹤0.01%
9,058
-178
523
$301K ﹤0.01%
3,879
-36
524
$298K ﹤0.01%
13,471
+3,278
525
$294K ﹤0.01%
+17,553
19 20
21
22 23