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
551
$246K ﹤0.01%
+18,200
552
$245K ﹤0.01%
13,294
-83,631
553
$242K ﹤0.01%
17,059
+1,109
554
$242K ﹤0.01%
8,500
-1,400
555
$235K ﹤0.01%
41,675
-29,125
556
$233K ﹤0.01%
24,300
557
$233K ﹤0.01%
14,817
+3,842
558
$233K ﹤0.01%
16,652
+4,577
559
$232K ﹤0.01%
23,049
+499
560
$228K ﹤0.01%
6,092
+1,417
561
$227K ﹤0.01%
+9,950
562
$226K ﹤0.01%
21,800
+2,500
563
$226K ﹤0.01%
22,845
+5,670
564
$222K ﹤0.01%
+13,809
565
$208K ﹤0.01%
36,200
566
$204K ﹤0.01%
16,025
567
$191K ﹤0.01%
20,500
568
$179K ﹤0.01%
33,194
+5,094
569
$162K ﹤0.01%
654
-482
570
$162K ﹤0.01%
26,625
571
$147K ﹤0.01%
16,706
+4,356
572
– –
-30,300
573
– –
-9,225
574
– –
-458,320
575
– –
-227,230
21 22
23
24 25