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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$51.6M 0.54%
448,413
+28,050
52
$51.3M 0.54%
4,055,626
-72,320
53
$51M 0.54%
519,341
+51,375
54
$50.7M 0.53%
509,085
+14,400
55
$50.7M 0.53%
4,142,119
-432,968
56
$50.1M 0.53%
919,455
+1,125
57
$50.1M 0.53%
667,730
-22,225
58
$50M 0.53%
1,615,328
+50,725
59
$49.9M 0.52%
654,506
+38,195
60
$48.6M 0.51%
825,670
-32,200
61
$48.2M 0.51%
1,883,715
+122,006
62
$48.2M 0.51%
1,580,605
+109,643
63
$47.8M 0.5%
+637,050
64
$47.3M 0.5%
920,050
+18,300
65
$47.2M 0.5%
681,872
-51,263
66
$47.2M 0.5%
+579,325
67
$47.1M 0.49%
513,167
-834
68
$47M 0.49%
718,415
-50,700
69
$46.9M 0.49%
877,879
-16,329
70
$45.9M 0.48%
700,515
+62,825
71
$43M 0.45%
1,260,230
+17,601
72
$40.7M 0.43%
+745,600
73
$39M 0.41%
+657,200
74
$38.8M 0.41%
373,364
-37,771
75
$38.5M 0.4%
818,045
-28,218
1 2
3
4 5