WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$52.9M
3
+$52.8M
4
LOW icon
Lowe's Companies
LOW
+$52.4M
5
CFN
CAREFUSION CORPORATION
CFN
+$52.3M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$48M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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-516,165
527
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528
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529
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530
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531
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-747,783
532
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-506,095
533
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-21,300
534
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-11,300
535
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-358,908
536
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-777,769
537
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-527,725
538
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-284,485
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