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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$292K ﹤0.01%
+9,797
527
$291K ﹤0.01%
43,372
+4,093
528
$289K ﹤0.01%
3,140
+97
529
$289K ﹤0.01%
3,490
+370
530
$287K ﹤0.01%
5,000
-1,792
531
$286K ﹤0.01%
14,796
-3,326
532
$284K ﹤0.01%
19,000
533
$280K ﹤0.01%
8,086
-2,718
534
$279K ﹤0.01%
63,800
535
$277K ﹤0.01%
+13,778
536
$277K ﹤0.01%
23,063
-4,435
537
$275K ﹤0.01%
9,761
+2,070
538
$275K ﹤0.01%
5,715
-1,596
539
$273K ﹤0.01%
3,162
-749
540
$268K ﹤0.01%
3,296
-440
541
$266K ﹤0.01%
29,187
+2,414
542
$261K ﹤0.01%
9,384
-1,625
543
$260K ﹤0.01%
3,468
+380
544
$257K ﹤0.01%
5,874
-150
545
$257K ﹤0.01%
+12,144
546
$257K ﹤0.01%
19,695
+3,525
547
$256K ﹤0.01%
14,500
-736
548
$256K ﹤0.01%
11,735
+2,148
549
$254K ﹤0.01%
9,996
+112
550
$253K ﹤0.01%
4,750
-143
20 21
22
23 24