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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.2M 0.6%
141,562
-15,220
52
$37.1M 0.6%
+658,995
53
$37M 0.6%
72,280
-1,521
54
$36.7M 0.59%
749,842
+34,924
55
$36.7M 0.59%
14,884
-3,718
56
$36.2M 0.58%
676,918
-49,091
57
$36.2M 0.58%
77,155
-12,804
58
$36M 0.58%
111,416
-26,847
59
$35.8M 0.58%
497,894
-13,225
60
$35.7M 0.58%
+307,658
61
$35.7M 0.57%
127,671
-11,930
62
$35.4M 0.57%
380,282
+12,075
63
$35.1M 0.57%
+492,043
64
$33.9M 0.55%
+150,931
65
$33.7M 0.54%
226,625
-18,645
66
$33.3M 0.54%
260,870
-71,299
67
$33.2M 0.54%
609,676
-145,302
68
$33M 0.53%
519,519
+48,122
69
$32.9M 0.53%
331,665
+34,732
70
$32.9M 0.53%
497,885
-10,970
71
$32.7M 0.53%
896,127
+8,760
72
$32.6M 0.53%
784,620
+776,727
73
$32.6M 0.53%
545,643
-124,051
74
$32.6M 0.53%
1,872,474
+239,497
75
$32.5M 0.52%
793,012
+45,831
1 2
3
4 5