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
$10.3B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$93.4M
2
+$54.1M
3
+$53.1M
4
DHR icon
Danaher
DHR
+$52M
5
TGT icon
Target
TGT
+$49.2M

Top Sells

1
+$133M
2
+$72M
3
+$69M
4
ATVI
Activision Blizzard
ATVI
+$65.3M
5
AZN icon
AstraZeneca
AZN
+$51M

Sector Composition

1 Financials 20.87%
2 Industrials 14.13%
3 Consumer Discretionary 14.11%
4 Healthcare 11.89%
5 Technology 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$205K ﹤0.01%
18,540
-4,038
552
$204K ﹤0.01%
+3,703
553
$203K ﹤0.01%
4,224
-2,587
554
$203K ﹤0.01%
18,026
-4,059
555
$201K ﹤0.01%
+6,251
556
$197K ﹤0.01%
17,407
-8,245
557
$185K ﹤0.01%
16,025
558
$185K ﹤0.01%
637
-16
559
$166K ﹤0.01%
16,376
-5,599
560
– –
-48,900
561
– –
-473,724
562
– –
-28,900
563
– –
-21,469
564
– –
-1,553,383
565
– –
-19,200
566
– –
-61,612
567
– –
-634,848
568
– –
-256,782
569
– –
-11,499
570
– –
-7,611
571
– –
-1,437,066
572
– –
-21,584
573
– –
-149,920
574
– –
-16,476
575
– –
-169,914
21 22
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