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
576
$172K ﹤0.01%
+10,817
577
$163K ﹤0.01%
19,696
+2,171
578
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-878,002
579
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-52,432
580
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581
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-497,783
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583
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-8,640
584
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585
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-494,216
586
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-102,366
587
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-193,698
588
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-282,585
589
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-50,105
590
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-317,689
591
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-18,939
592
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593
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-535,474
594
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595
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-81,100
596
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-9,000
597
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-49,400
598
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599
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600
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-166,163
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