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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53.5M 0.5%
828,954
-132,366
52
$52.7M 0.49%
279,441
-74,024
53
$52.2M 0.49%
253,807
-89,288
54
$52.1M 0.48%
+669,925
55
$51.9M 0.48%
546,250
-97,612
56
$51.8M 0.48%
+1,071,702
57
$51.6M 0.48%
166,163
-45,442
58
$50.9M 0.47%
773,769
-38,698
59
$50.1M 0.47%
1,361,538
-130,906
60
$50M 0.47%
589,180
-83,293
61
$49.6M 0.46%
1,287,936
-249,440
62
$49.3M 0.46%
1,946,823
+743
63
$49.1M 0.46%
878,002
-323,397
64
$47.5M 0.44%
1,472,961
-52,141
65
$45M 0.42%
732,838
+6,730
66
$44.2M 0.41%
913,762
-117,508
67
$43.7M 0.41%
1,057,965
-44,049
68
$43.5M 0.41%
617,641
-36,334
69
$43.4M 0.4%
+535,474
70
$42.3M 0.39%
135,083
-15,116
71
$42.3M 0.39%
398,168
-44,348
72
$41.2M 0.38%
221,039
-25,910
73
$41M 0.38%
257,610
-7,010
74
$40.9M 0.38%
494,216
+72,743
75
$40.5M 0.38%
639,521
-1,574
1 2
3
4 5