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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$250K ﹤0.01%
+5,322
552
$249K ﹤0.01%
2,390
553
$249K ﹤0.01%
21,532
-3,391
554
$246K ﹤0.01%
5,231
-461
555
$246K ﹤0.01%
7,170
+142
556
$245K ﹤0.01%
297
557
$245K ﹤0.01%
8,358
+176
558
$241K ﹤0.01%
3,420
-854
559
$241K ﹤0.01%
21,790
-19,159
560
$238K ﹤0.01%
10,510
-1,521
561
$237K ﹤0.01%
2,080
+13
562
$230K ﹤0.01%
7,048
-467
563
$229K ﹤0.01%
5,715
-821,566
564
$228K ﹤0.01%
11,838
+1,646
565
$227K ﹤0.01%
61,539
+26,303
566
$226K ﹤0.01%
+1,881
567
$221K ﹤0.01%
4,997
-51
568
$219K ﹤0.01%
+5,724
569
$219K ﹤0.01%
4,695
-48
570
$207K ﹤0.01%
+1,930
571
$195K ﹤0.01%
21,022
+8,146
572
$190K ﹤0.01%
13,473
-323
573
$179K ﹤0.01%
584
-6
574
$177K ﹤0.01%
2,121
+98
575
$173K ﹤0.01%
+24,186
21 22
23
24 25