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
$9.65B
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$86M
3
+$69.3M
4
HOLX icon
Hologic
HOLX
+$48.9M
5
BIIB icon
Biogen
BIIB
+$46.6M

Top Sells

1
+$182M
2
+$81.2M
3
+$68M
4
EA icon
Electronic Arts
EA
+$58.3M
5
TGT icon
Target
TGT
+$57.1M

Sector Composition

1 Financials 19.91%
2 Consumer Discretionary 13.94%
3 Industrials 13.6%
4 Healthcare 12.89%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$205K ﹤0.01%
4,170
-1,311
552
$189K ﹤0.01%
760
-50
553
$183K ﹤0.01%
16,025
554
$183K ﹤0.01%
10,282
-2,424
555
$182K ﹤0.01%
14,552
-8,293
556
$181K ﹤0.01%
10,382
-3,427
557
$180K ﹤0.01%
11,195
-3,622
558
$180K ﹤0.01%
20,500
559
$175K ﹤0.01%
11,247
-5,459
560
$172K ﹤0.01%
34,498
-22,362
561
$170K ﹤0.01%
23,515
+466
562
$169K ﹤0.01%
46,926
+13,732
563
$149K ﹤0.01%
+25,652
564
– –
-702,481
565
– –
-81,200
566
– –
-48,379
567
– –
-57,588
568
– –
-8,326
569
– –
-461,966
570
– –
-24,450
571
– –
-21,800
572
– –
-882,177
573
– –
-251,310
574
– –
-802,892
575
– –
-29,600
21 22
23
24 25