WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50.8M 0.53%
585,858
+80,978
52
$46.6M 0.49%
625,207
-2,285
53
$44.8M 0.47%
1,453,494
-17,863
54
$43.7M 0.46%
1,270,316
+25,062
55
$43M 0.45%
1,061,599
-20,228
56
$42.7M 0.45%
2,270,799
+88,099
57
$42.5M 0.44%
323,709
+1,644
58
$42M 0.44%
391,270
-2,920
59
$41.9M 0.44%
279,291
+30,416
60
$41.1M 0.43%
1,462,737
+228,371
61
$41.1M 0.43%
918,778
+56,403
62
$40.7M 0.42%
805,264
+50,940
63
$40.6M 0.42%
495,842
+34,767
64
$40.5M 0.42%
374,141
-18,890
65
$40.5M 0.42%
+440,475
66
$40.3M 0.42%
289,840
+22,630
67
$40.2M 0.42%
358,070
+11,465
68
$40.1M 0.42%
+702,481
69
$40M 0.42%
1,964,047
-50,183
70
$40M 0.42%
461,966
+83,666
71
$39.9M 0.42%
1,416,079
+230,979
72
$39.8M 0.41%
445,177
+11,332
73
$39.4M 0.41%
707,283
-9,168
74
$39M 0.41%
567,944
+112,519
75
$38.8M 0.4%
336,053
-55,472
1 2
3
4 5