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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.8M 0.51%
1,833,472
+238,653
52
$39.6M 0.51%
1,036,821
-172,135
53
$39.3M 0.51%
721,095
-143,182
54
$38.8M 0.5%
412,893
-65,063
55
$38.6M 0.5%
32,337
-4,466
56
$38.1M 0.49%
894,006
-127,554
57
$36.3M 0.47%
459,472
-15,842
58
$36.3M 0.47%
946,715
-223,395
59
$35.8M 0.46%
1,670,473
-97,862
60
$35.6M 0.46%
1,150,932
-61,305
61
$35.4M 0.46%
672,111
+70,024
62
$35M 0.45%
68,618
-5,258
63
$34.8M 0.45%
740,975
-21,729
64
$34.7M 0.45%
504,390
-12,054
65
$34.5M 0.45%
892,298
-19,738
66
$34.4M 0.44%
968,217
-114,173
67
$34.2M 0.44%
1,580,486
+12,232
68
$33.9M 0.44%
1,590,253
+25,736
69
$33.5M 0.43%
713,067
+6,840
70
$33.1M 0.43%
125,353
-8,570
71
$32.7M 0.42%
529,762
+2,743
72
$32.7M 0.42%
310,706
-6,625
73
$32.4M 0.42%
503,134
-24,558
74
$32.4M 0.42%
461,076
+787
75
$32.3M 0.42%
199,657
-824
1 2
3
4 5