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
$8.74B
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$44.3M
3
+$43.6M
4
CMCSA icon
Comcast
CMCSA
+$43.4M
5
ACN icon
Accenture
ACN
+$43.1M

Top Sells

1
+$43.9M
2
+$43.4M
3
+$41.9M
4
AIG icon
American International
AIG
+$40.4M
5
UTHR icon
United Therapeutics
UTHR
+$39.3M

Sector Composition

1 Financials 19.68%
2 Industrials 14.93%
3 Technology 12.68%
4 Consumer Discretionary 11.59%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$118K ﹤0.01%
+11,565
602
$57K ﹤0.01%
+1,024
603
– –
-34,582
604
– –
-1,774,772
605
– –
-9,756
606
– –
-122,510
607
– –
-17,238
608
– –
-8,745
609
– –
-14,432
610
– –
-508,708
611
– –
-364,685
612
– –
-31,586
613
– –
-6,835
614
– –
-2,605
615
– –
-7,850
616
– –
-236,095
617
– –
-45,905
618
– –
-9,522
619
– –
-662,898
620
– –
-41,401
621
– –
-60,586
622
– –
-321,809
623
– –
-17,520
624
– –
-142,582
625
– –
-12,435
23 24
25
26 27