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
$8.77B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$44.3M
3
+$44.1M
4
CDW icon
CDW
CDW
+$43.7M
5
TSN icon
Tyson Foods
TSN
+$42.1M

Top Sells

1
+$155M
2
+$57.3M
3
+$55.6M
4
AAPL icon
Apple
AAPL
+$44.4M
5
QCOM icon
Qualcomm
QCOM
+$40.5M

Sector Composition

1 Financials 18.6%
2 Industrials 16.45%
3 Technology 11.59%
4 Healthcare 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$340K ﹤0.01%
26,886
-2,439
502
$336K ﹤0.01%
2,013
-1,067
503
$333K ﹤0.01%
36,401
+7,339
504
$333K ﹤0.01%
11,511
-1,341
505
$333K ﹤0.01%
135,208
+24,776
506
$331K ﹤0.01%
120,504
+3,337
507
$330K ﹤0.01%
786
+110
508
$326K ﹤0.01%
50,140
+10,914
509
$326K ﹤0.01%
17,520
+3,720
510
$324K ﹤0.01%
7,850
+1,472
511
$324K ﹤0.01%
19,542
+4,133
512
$324K ﹤0.01%
3,117
+727
513
$323K ﹤0.01%
6,743
+864
514
$317K ﹤0.01%
40,426
+21,782
515
$316K ﹤0.01%
118,903
+24,347
516
$315K ﹤0.01%
62,965
+14,865
517
$311K ﹤0.01%
7,806
-730
518
$311K ﹤0.01%
+6,835
519
$311K ﹤0.01%
3,916
-451,228
520
$309K ﹤0.01%
25,898
+5,349
521
$308K ﹤0.01%
7,022
-601
522
$308K ﹤0.01%
8,273
-371
523
$306K ﹤0.01%
13,279
+731
524
$303K ﹤0.01%
8,745
-791
525
$302K ﹤0.01%
33,288
-6,850
19 20
21
22 23