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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$240K ﹤0.01%
9,587
-2,254
552
$238K ﹤0.01%
7,028
+318
553
$234K ﹤0.01%
+2,023
554
$233K ﹤0.01%
4,743
-926
555
$232K ﹤0.01%
3,911
-416
556
$232K ﹤0.01%
9,884
+727
557
$226K ﹤0.01%
10,192
-1,551
558
$221K ﹤0.01%
4,838
-1,342
559
$218K ﹤0.01%
+2,067
560
$217K ﹤0.01%
13,796
-1,141
561
$213K ﹤0.01%
+12,441
562
$211K ﹤0.01%
5,048
-1,029
563
$207K ﹤0.01%
40,949
-8,536
564
$193K ﹤0.01%
297
565
$170K ﹤0.01%
12,876
-266,839
566
$168K ﹤0.01%
590
-196
567
$168K ﹤0.01%
17,525
+6,606
568
– –
-575,701
569
– –
-17,315
570
– –
-16,559
571
– –
-15,749
572
– –
-20,200
573
– –
-372,700
574
– –
-5,299
575
– –
-32,000
21 22
23
24 25