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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$210K ﹤0.01%
23,100
+1,400
577
$210K ﹤0.01%
28,875
+50
578
$208K ﹤0.01%
18,275
+2,325
579
$207K ﹤0.01%
+14,725
580
$206K ﹤0.01%
+19,425
581
$201K ﹤0.01%
8,850
-1,300
582
$197K ﹤0.01%
19,200
583
$192K ﹤0.01%
+22,594
584
$191K ﹤0.01%
12,116
-6,900
585
$173K ﹤0.01%
17,900
+850
586
$173K ﹤0.01%
28,825
587
$159K ﹤0.01%
10,200
588
$124K ﹤0.01%
1,605
-183
589
$114K ﹤0.01%
22,275
+8,450
590
$108K ﹤0.01%
13,025
+2,100
591
$97K ﹤0.01%
+16,650
592
– –
-231,700
593
– –
-72,675
594
– –
-22,600
595
– –
-570,010
596
– –
-86,256
597
– –
-3,575
598
– –
-82,100
599
– –
-110,644
600
– –
-664,225
22 23
24
25 26