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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$281K ﹤0.01%
13,200
527
$275K ﹤0.01%
2,390
-260
528
$274K ﹤0.01%
6,832
-800
529
$271K ﹤0.01%
9,100
-1,000
530
$269K ﹤0.01%
+17,359
531
$267K ﹤0.01%
+5,481
532
$267K ﹤0.01%
14,625
-1,400
533
$266K ﹤0.01%
15,947
+922
534
$266K ﹤0.01%
+16,755
535
$264K ﹤0.01%
9,600
-900
536
$264K ﹤0.01%
7,413
-412
537
$262K ﹤0.01%
23,252
+6,702
538
$261K ﹤0.01%
20,056
+3,212
539
$259K ﹤0.01%
11,675
-1,300
540
$257K ﹤0.01%
+4,874
541
$256K ﹤0.01%
25,186
+1,536
542
$254K ﹤0.01%
56,860
+30,760
543
$253K ﹤0.01%
+14,400
544
$252K ﹤0.01%
+12,706
545
$251K ﹤0.01%
+9,900
546
$249K ﹤0.01%
19,200
547
$249K ﹤0.01%
12,083
+3,458
548
$248K ﹤0.01%
40,200
-6,200
549
$247K ﹤0.01%
10,461
-2,573
550
$246K ﹤0.01%
810
+217
20 21
22
23 24