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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$313K ﹤0.01%
11,800
-5,900
527
$312K ﹤0.01%
76,400
-11,100
528
$308K ﹤0.01%
7,739
+200
529
$308K ﹤0.01%
6,650
+300
530
$307K ﹤0.01%
8,675
+500
531
$307K ﹤0.01%
11,050
+475
532
$303K ﹤0.01%
10,450
+900
533
$303K ﹤0.01%
23,100
+1,900
534
$301K ﹤0.01%
15,300
-900
535
$300K ﹤0.01%
21,100
-5,400
536
$296K ﹤0.01%
27,260
-600
537
$293K ﹤0.01%
5,575
+200
538
$292K ﹤0.01%
18,675
-2,150
539
$292K ﹤0.01%
60,300
540
$292K ﹤0.01%
16,925
+25
541
$287K ﹤0.01%
15,365
542
$287K ﹤0.01%
3,350
543
$286K ﹤0.01%
15,690
-900
544
$285K ﹤0.01%
6,500
545
$285K ﹤0.01%
+7,200
546
$281K ﹤0.01%
5,575
547
$273K ﹤0.01%
+30,800
548
$269K ﹤0.01%
9,750
-1,625
549
$268K ﹤0.01%
2,950
+300
550
$267K ﹤0.01%
14,100
-725
20 21
22
23 24