WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Quarter Est. Return
1 Year Est. Return
+27.78%
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
601
– –
-572,481
602
– –
-1,174,469
603
– –
-11,440
604
– –
-9,392
605
– –
-143,150
606
– –
-10,350
607
– –
-69,700
608
– –
-11,175
609
– –
-68,625
610
– –
-6,093
611
– –
-1,062,077
612
– –
-18,400
613
– –
-65,400
614
– –
-80,114
615
– –
-8,525
616
– –
-37,350
617
– –
-8,005
618
– –
-84,185
619
– –
-8,750
620
– –
-83,400
621
– –
-20,300
622
– –
-25,875
623
– –
-22,924
624
– –
-13,546
625
– –
-293,225
22 23 24
25
26