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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$51.6M 0.52%
2,215,415
-273,194
52
$51.1M 0.51%
306,620
-7,808
53
$51M 0.51%
1,553,383
-127,496
54
$50.9M 0.51%
405,909
+50,662
55
$50.3M 0.5%
435,428
+58,280
56
$50.1M 0.5%
2,106,597
-29,417
57
$49.7M 0.5%
158,799
-33,978
58
$49.7M 0.5%
420,681
-1,668
59
$49.6M 0.5%
543,091
+44,240
60
$49.3M 0.5%
634,848
+12,114
61
$48.9M 0.49%
1,522,317
+63,792
62
$48.7M 0.49%
690,342
+41,704
63
$47.6M 0.48%
389,805
+50,421
64
$47.4M 0.48%
1,934,621
+16,899
65
$47.1M 0.47%
27,515,520
-8,953,000
66
$47.1M 0.47%
2,133,226
-136,609
67
$46.3M 0.46%
+4,883,730
68
$46.1M 0.46%
2,367,345
-111,003
69
$45.6M 0.46%
1,437,066
-69,933
70
$44.9M 0.45%
209,846
+21,005
71
$44.6M 0.45%
+1,181,539
72
$44.5M 0.45%
+256,098
73
$44.3M 0.45%
294,217
+1,987
74
$44.3M 0.44%
631,025
-63,020
75
$44.2M 0.44%
575,897
+21,070
1 2
3
4 5