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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38.4M 0.4%
860,925
-145,275
77
$38.2M 0.4%
+301,750
78
$37.9M 0.4%
+806,925
79
$37.9M 0.4%
+495,425
80
$37.7M 0.4%
476,075
-67,625
81
$37.6M 0.39%
663,885
-42,805
82
$37.5M 0.39%
518,800
-27,135
83
$37.5M 0.39%
1,497,930
-268,250
84
$37.3M 0.39%
+350,700
85
$37.2M 0.39%
273,297
-27,785
86
$36.8M 0.39%
247,089
-21,575
87
$36.4M 0.38%
451,140
-148,960
88
$36.1M 0.38%
+1,244,500
89
$36.1M 0.38%
1,388,638
-69,300
90
$36M 0.38%
1,376,734
-588,425
91
$35.6M 0.37%
645,950
+54,225
92
$35.6M 0.37%
866,204
-37,650
93
$35.3M 0.37%
432,843
-36,650
94
$35.1M 0.37%
833,037
-119,478
95
$34.9M 0.37%
307,536
-3,977
96
$34.5M 0.36%
876,916
+191,469
97
$34.4M 0.36%
1,129,680
+774
98
$34.1M 0.36%
284,603
-4,175
99
$33.9M 0.36%
435,646
-3,900
100
$33.8M 0.36%
907,495
+10,609
2 3
4
5 6