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
$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
576
– –
-183,900
577
– –
-1,273
578
– –
-275,708
579
– –
-2,313
580
– –
-172,497
581
– –
-134,972
582
– –
-612,291
583
– –
-32,158
584
– –
-4,304
585
– –
-1,652,451
586
– –
-373,753
587
– –
-242,288
588
– –
-20,470
589
– –
-1,279,845
590
– –
-42,500
591
– –
-639,847
592
– –
-6,525,894
593
– –
-711,614
594
– –
-16,884
595
– –
-106,619
596
– –
-123,298
597
– –
-475,528
598
– –
-46,065
599
– –
-379,278
600
– –
-206,113
21 22 23
24
25