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
551
$263K ﹤0.01%
5,600
552
$263K ﹤0.01%
10,051
-825
553
$260K ﹤0.01%
35,000
-9,625
554
$260K ﹤0.01%
6,800
-1,100
555
$258K ﹤0.01%
7,900
-1,650
556
$257K ﹤0.01%
25,575
557
$257K ﹤0.01%
7,879
558
$257K ﹤0.01%
22,283
-12,017
559
$255K ﹤0.01%
8,375
-1,425
560
$251K ﹤0.01%
7,600
+500
561
$247K ﹤0.01%
11,400
-2,600
562
$246K ﹤0.01%
15,288
563
$244K ﹤0.01%
21,425
-4,250
564
$244K ﹤0.01%
33,300
565
$241K ﹤0.01%
4,875
-1,625
566
$238K ﹤0.01%
728
-21
567
$237K ﹤0.01%
4,375
+925
568
$232K ﹤0.01%
+5,375
569
$231K ﹤0.01%
11,575
-300
570
$230K ﹤0.01%
6,935
+625
571
$229K ﹤0.01%
20,250
-4,000
572
$223K ﹤0.01%
+6,075
573
$217K ﹤0.01%
13,800
-5,075
574
$215K ﹤0.01%
13,425
+2,150
575
$215K ﹤0.01%
4,115
-610
21 22
23
24 25