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
$10.4B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$58.7M
3
+$56.1M
4
PAYX icon
Paychex
PAYX
+$55.8M
5
QCOM icon
Qualcomm
QCOM
+$54.7M

Top Sells

1
+$62.4M
2
+$62.2M
3
+$57.9M
4
LVS icon
Las Vegas Sands
LVS
+$46.2M
5
WYNN icon
Wynn Resorts
WYNN
+$44.7M

Sector Composition

1 Financials 19.12%
2 Industrials 16.38%
3 Healthcare 11.64%
4 Technology 11.29%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$233K ﹤0.01%
18,811
+1,478
552
$230K ﹤0.01%
32,373
+10,334
553
$228K ﹤0.01%
2,409
+166
554
$224K ﹤0.01%
2,003
-54
555
$224K ﹤0.01%
4,042
-42
556
$224K ﹤0.01%
48,100
557
$224K ﹤0.01%
13,328
-449
558
$219K ﹤0.01%
4,943
+655
559
$217K ﹤0.01%
4,676
-25
560
$216K ﹤0.01%
3,899
-157
561
$216K ﹤0.01%
2,199
-333,140
562
$213K ﹤0.01%
2,794
-245
563
$213K ﹤0.01%
12,440
-13
564
$211K ﹤0.01%
+4,096
565
$209K ﹤0.01%
5,966
-18
566
$204K ﹤0.01%
11,550
+942
567
$204K ﹤0.01%
500
-22
568
$202K ﹤0.01%
+2,756
569
$201K ﹤0.01%
5,239
+457
570
$200K ﹤0.01%
+6,055
571
$176K ﹤0.01%
35,911
-1,033
572
$141K ﹤0.01%
2,608
+146
573
– –
-161,126
574
– –
-92,099
575
– –
-12,102
21 22
23
24 25