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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.5M 0.64%
510,603
-44,235
52
$32.3M 0.64%
350,783
+38,844
53
$32.3M 0.64%
300,463
+56,600
54
$32M 0.63%
73,555
-4,205
55
$31.9M 0.63%
214,120
-14,492
56
$31.9M 0.63%
+867,876
57
$31.7M 0.63%
96,674
-11,603
58
$31.5M 0.62%
456,821
-15,364
59
$31.2M 0.62%
64,131
+592
60
$31.2M 0.62%
449,275
-24,706
61
$30.8M 0.61%
+2,340,108
62
$30.5M 0.6%
249,984
-30,307
63
$30.4M 0.6%
169,101
-6,383
64
$30.4M 0.6%
354,858
+324,956
65
$30.4M 0.6%
118,204
+11,389
66
$30.3M 0.6%
434,413
-27,096
67
$30M 0.59%
317,411
-49,402
68
$29.9M 0.59%
148,868
-15,112
69
$29.8M 0.59%
343,791
-11,430
70
$29M 0.57%
453,160
+98,685
71
$28.9M 0.57%
66,469
-1,195
72
$28.9M 0.57%
644,771
+6,264
73
$28.8M 0.57%
222,770
-16,312
74
$28.3M 0.56%
429,707
-70,039
75
$28.3M 0.56%
202,696
-52,143
1 2
3
4 5