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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.8M 0.66%
717,432
-126,452
52
$36.7M 0.66%
675,944
-127,519
53
$35.9M 0.65%
439,056
-64,877
54
$35.4M 0.64%
323,520
-12,753
55
$35.3M 0.64%
297,583
-24,469
56
$35.2M 0.63%
403,871
-43,300
57
$35.1M 0.63%
625,000
-26,708
58
$34.8M 0.63%
116,075
+8,329
59
$34.5M 0.62%
125,066
+11,636
60
$33.2M 0.6%
222,007
-16,487
61
$32.9M 0.59%
457,039
+185
62
$30.1M 0.54%
263,268
-31,253
63
$30.1M 0.54%
238,465
+7,112
64
$29.9M 0.54%
243,005
-48,679
65
$29.9M 0.54%
521,970
-126,734
66
$29.2M 0.53%
1,101,225
-13,976
67
$29.2M 0.52%
515,398
-122,924
68
$28.9M 0.52%
313,225
-86,409
69
$28.7M 0.52%
+87,487
70
$28.7M 0.52%
125,100
-17,868
71
$28.6M 0.51%
241,768
-37,092
72
$28.6M 0.51%
160,799
-3,753
73
$28.6M 0.51%
471,627
+55,475
74
$28.4M 0.51%
97,505
+4,683
75
$28.2M 0.51%
234,588
-19,052
1 2
3
4 5