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
$9.97B
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
51
$53.4M 0.54%
681,045
-22,710
52
$53M 0.53%
729,940
+39,215
53
$53M 0.53%
1,605,822
-65,616
54
$52.6M 0.53%
585,910
-131,165
55
$52.3M 0.52%
893,210
+156,595
56
$52.2M 0.52%
812,785
-73,408
57
$52.1M 0.52%
1,523,850
+97,350
58
$52M 0.52%
884,840
+76,490
59
$51.7M 0.52%
560,140
+30,615
60
$51.7M 0.52%
513,581
+39,070
61
$51.6M 0.52%
320,744
-236,581
62
$51.3M 0.52%
+1,072,955
63
$51.3M 0.51%
1,264,447
+38,156
64
$50.8M 0.51%
+618,590
65
$50.7M 0.51%
+647,675
66
$50.5M 0.51%
2,423,620
+134,620
67
$50.5M 0.51%
841,488
-13,589
68
$49.9M 0.5%
211,262
-526
69
$49.9M 0.5%
+517,245
70
$49.6M 0.5%
245,560
+48,735
71
$49.1M 0.49%
325,648
-590
72
$49.1M 0.49%
1,465,460
+140,460
73
$49.1M 0.49%
895,769
+48,225
74
$49M 0.49%
786,020
-128,255
75
$48.8M 0.49%
3,315,540
-459,660
1 2
3
4 5