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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$290K ﹤0.01%
8,632
+400
527
$287K ﹤0.01%
10,150
+1,000
528
$287K ﹤0.01%
+75,867
529
$286K ﹤0.01%
+29,450
530
$284K ﹤0.01%
23
+7
531
$279K ﹤0.01%
7,525
+300
532
$278K ﹤0.01%
8,275
+1,200
533
$278K ﹤0.01%
10,450
+1,400
534
$276K ﹤0.01%
27,200
-1,500
535
$276K ﹤0.01%
42,642
+12,157
536
$276K ﹤0.01%
16,075
+1,725
537
$273K ﹤0.01%
10,400
+1,475
538
$263K ﹤0.01%
+10,950
539
$261K ﹤0.01%
23,250
-2,300
540
$260K ﹤0.01%
+17,275
541
$259K ﹤0.01%
15,840
+2,100
542
$258K ﹤0.01%
7,000
+1,600
543
$258K ﹤0.01%
16,500
+2,400
544
$254K ﹤0.01%
8,067
-3,777
545
$253K ﹤0.01%
+3,350
546
$246K ﹤0.01%
7,214
+1,700
547
$246K ﹤0.01%
6,900
+900
548
$241K ﹤0.01%
7,879
+1,100
549
$240K ﹤0.01%
+7,325
550
$237K ﹤0.01%
+7,480
20 21
22
23 24