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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$60.8M 0.55%
927,998
+99,044
52
$60.4M 0.54%
635,723
-12,714
53
$60.4M 0.54%
2,751,216
+215,832
54
$56.2M 0.5%
471,267
-203,393
55
$56M 0.5%
798,884
+25,115
56
$51.3M 0.46%
1,382,021
+20,483
57
$49.4M 0.44%
829,340
+96,502
58
$49M 0.44%
1,658,821
-288,002
59
$48M 0.43%
324,631
+313,143
60
$47.9M 0.43%
949,750
+35,988
61
$47.4M 0.42%
488,330
+58,643
62
$47.2M 0.42%
234,475
+226,699
63
$46.4M 0.42%
1,086,501
+53,578
64
$46M 0.41%
+569,389
65
$45.9M 0.41%
204,020
-8,275
66
$45.8M 0.41%
853,149
+220,886
67
$45.3M 0.41%
916,528
+45,313
68
$45.3M 0.41%
550,795
+29,133
69
$45.3M 0.41%
1,513,118
+40,157
70
$45.2M 0.41%
+1,075,716
71
$45.2M 0.41%
323,744
+23,881
72
$45.2M 0.41%
+363,669
73
$45.1M 0.4%
555,917
-61,724
74
$45M 0.4%
259,044
+38,005
75
$44.9M 0.4%
602,199
-37,322
1 2
3
4 5