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
551
$237K ﹤0.01%
6,550
+900
552
$236K ﹤0.01%
48,250
+6,500
553
$228K ﹤0.01%
5,400
+700
554
$228K ﹤0.01%
9,800
+1,600
555
$227K ﹤0.01%
+8,550
556
$226K ﹤0.01%
6,735
+900
557
$225K ﹤0.01%
+6,800
558
$224K ﹤0.01%
18,025
+2,400
559
$222K ﹤0.01%
31,525
-625
560
$221K ﹤0.01%
8,125
+1,200
561
$217K ﹤0.01%
+6,050
562
$214K ﹤0.01%
3,350
+500
563
$211K ﹤0.01%
663
+70
564
$211K ﹤0.01%
+11,051
565
$209K ﹤0.01%
14,488
+2,000
566
$203K ﹤0.01%
+23,750
567
$201K ﹤0.01%
+12,575
568
$200K ﹤0.01%
+3,330
569
$198K ﹤0.01%
16,650
+4,550
570
$190K ﹤0.01%
12,375
+2,000
571
$187K ﹤0.01%
+10,950
572
$181K ﹤0.01%
2,437
+619
573
$174K ﹤0.01%
+15,991
574
$171K ﹤0.01%
15,830
+1,200
575
$168K ﹤0.01%
15,650
+4,100
21 22
23
24 25