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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.9M 0.53%
391,575
+29,980
52
$49.6M 0.53%
1,092,025
+433,325
53
$49.6M 0.53%
1,983,668
+614,880
54
$49.4M 0.53%
1,223,275
-32,950
55
$49.1M 0.52%
3,932,600
-151,400
56
$49M 0.52%
371,174
+127,760
57
$49M 0.52%
733,446
+254,400
58
$48.9M 0.52%
1,025,300
-38,825
59
$48.9M 0.52%
1,252,572
-4,683
60
$48.9M 0.52%
+1,940,100
61
$48.8M 0.52%
105,812,000
+444,000
62
$48.7M 0.52%
2,734,370
+378,247
63
$48.5M 0.52%
409,345
+101,839
64
$48M 0.51%
724,147
+210,066
65
$44.6M 0.48%
826,354
-20,570
66
$44.1M 0.47%
871,084
+2,655
67
$42.9M 0.46%
666,930
-133,875
68
$42.7M 0.46%
624,275
-30,725
69
$41.7M 0.44%
348,300
-89,735
70
$41.6M 0.44%
493,049
-110,930
71
$41.4M 0.44%
637,675
-160,895
72
$41.3M 0.44%
715,065
-156,635
73
$41.2M 0.44%
399,010
-49,616
74
$40.9M 0.44%
383,786
-79,805
75
$40.5M 0.43%
1,442,130
-251,601
1 2
3
4 5