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
$8.74B
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$44.3M
3
+$43.6M
4
CMCSA icon
Comcast
CMCSA
+$43.4M
5
ACN icon
Accenture
ACN
+$43.1M

Top Sells

1
+$43.9M
2
+$43.4M
3
+$41.9M
4
AIG icon
American International
AIG
+$40.4M
5
UTHR icon
United Therapeutics
UTHR
+$39.3M

Sector Composition

1 Financials 19.68%
2 Industrials 14.93%
3 Technology 12.68%
4 Consumer Discretionary 11.59%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45.3M 0.52%
836,977
-19,124
52
$45.2M 0.52%
2,078,335
+101,080
53
$45.2M 0.52%
460,582
+58,193
54
$44.9M 0.51%
493,052
+323
55
$44.6M 0.51%
496,073
+3,903
56
$44.5M 0.51%
812,328
-8,649
57
$44.3M 0.51%
1,512,054
-11,670
58
$44.3M 0.51%
+923,917
59
$44.2M 0.51%
1,554,951
+174,541
60
$44.1M 0.5%
258,948
-4,094
61
$44M 0.5%
450,413
+12,932
62
$44M 0.5%
503,342
+27,647
63
$43.9M 0.5%
620,645
-89,938
64
$43.9M 0.5%
533,304
-11,648
65
$43.8M 0.5%
361,453
+39,643
66
$43.8M 0.5%
1,034,829
+1,027,633
67
$43.6M 0.5%
+594,991
68
$43.6M 0.5%
545,803
+107,959
69
$43.4M 0.5%
501,052
+3,452
70
$43.1M 0.49%
+233,284
71
$42.5M 0.49%
38,614
-324
72
$42.4M 0.49%
1,721,865
+190,170
73
$42.2M 0.48%
185,118
+27
74
$41.8M 0.48%
1,015,643
-24,396
75
$41.5M 0.48%
1,432,164
-47,939
1 2
3
4 5