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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$279K ﹤0.01%
16,164
-2,362
527
$278K ﹤0.01%
40,200
528
$277K ﹤0.01%
16,184
+2,645
529
$275K ﹤0.01%
+18,301
530
$273K ﹤0.01%
+1,475
531
$272K ﹤0.01%
16,600
532
$271K ﹤0.01%
9,855
-2,670
533
$269K ﹤0.01%
+6,811
534
$269K ﹤0.01%
14,425
-946
535
$267K ﹤0.01%
+5,997
536
$263K ﹤0.01%
9,400
537
$258K ﹤0.01%
13,873
+2,626
538
$257K ﹤0.01%
8,542
-1,852
539
$253K ﹤0.01%
9,000
540
$253K ﹤0.01%
6,928
-1,727
541
$253K ﹤0.01%
20,500
542
$252K ﹤0.01%
12,089
+105
543
$246K ﹤0.01%
2,390
544
$244K ﹤0.01%
21,664
-2,665
545
$243K ﹤0.01%
6,240
+160
546
$242K ﹤0.01%
41,100
547
$240K ﹤0.01%
17,900
548
$238K ﹤0.01%
50,312
+1,086
549
$236K ﹤0.01%
5,294
-610
550
$234K ﹤0.01%
18,200
20 21
22
23 24