WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.77B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$44.3M
3
+$44.1M
4
CDW icon
CDW
CDW
+$43.7M
5
TSN icon
Tyson Foods
TSN
+$42.1M

Top Sells

1
+$155M
2
+$57.3M
3
+$55.6M
4
AAPL icon
Apple
AAPL
+$44.4M
5
QCOM icon
Qualcomm
QCOM
+$40.5M

Sector Composition

1 Financials 18.6%
2 Industrials 16.45%
3 Technology 11.59%
4 Healthcare 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$230K ﹤0.01%
+21,087
552
$228K ﹤0.01%
+11,768
553
$226K ﹤0.01%
6,760
-936
554
$225K ﹤0.01%
14,151
+17
555
$221K ﹤0.01%
561
+6
556
$221K ﹤0.01%
+5,701
557
$219K ﹤0.01%
16,370
+4,063
558
$217K ﹤0.01%
29,134
+891
559
$212K ﹤0.01%
+5,005
560
$212K ﹤0.01%
+2,647
561
$210K ﹤0.01%
+2,371
562
$208K ﹤0.01%
15,366
-1,940
563
$206K ﹤0.01%
+6,838
564
$205K ﹤0.01%
12,435
-3,059
565
$203K ﹤0.01%
3,290
-1,013
566
$200K ﹤0.01%
36,005
+11,633
567
$193K ﹤0.01%
21,215
-5,983
568
$189K ﹤0.01%
13,150
+194
569
$182K ﹤0.01%
11,074
-400
570
$174K ﹤0.01%
12,217
-2,466
571
$159K ﹤0.01%
18,727
-7,192
572
$130K ﹤0.01%
2,605
-330
573
– –
-23,266
574
– –
-476,377
575
– –
-14,564
21 22
23
24 25