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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$227K ﹤0.01%
+3,934
552
$220K ﹤0.01%
11,074
-1,524
553
$211K ﹤0.01%
7,118
-1,940
554
$206K ﹤0.01%
25,652
555
$200K ﹤0.01%
5,190
-1,021
556
$199K ﹤0.01%
19,200
557
$191K ﹤0.01%
+22,578
558
$184K ﹤0.01%
12,814
-1,738
559
$169K ﹤0.01%
16,025
560
$164K ﹤0.01%
653
-107
561
$151K ﹤0.01%
21,975
-1,540
562
– –
-8,462
563
– –
-1,465,214
564
– –
-34,100
565
– –
-34,498
566
– –
-34,800
567
– –
-9,533
568
– –
-653,267
569
– –
-1,036,093
570
– –
-48,200
571
– –
-23,306
572
– –
-65,800
573
– –
-572,650
574
– –
-16,785
575
– –
-194,765
21 22
23
24 25