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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40.4M 0.43%
542,311
-55,636
77
$40.1M 0.43%
+964,400
78
$39.8M 0.43%
477,600
-45,725
79
$39.8M 0.42%
492,900
-66,775
80
$39.3M 0.42%
485,710
-108,195
81
$38.7M 0.41%
643,775
-60,865
82
$38.1M 0.41%
539,075
-105,000
83
$38M 0.41%
+2,371,650
84
$36.5M 0.39%
1,070,693
-11,662
85
$35M 0.37%
471,559
-15,780
86
$34.1M 0.36%
185,762
-21,105
87
$34.1M 0.36%
565,566
-24,455
88
$34M 0.36%
913,650
-10,400
89
$34M 0.36%
1,255,787
-39,975
90
$33.9M 0.36%
849,143
-14,900
91
$33.8M 0.36%
525,175
-20,815
92
$33.7M 0.36%
+384,550
93
$33.5M 0.36%
915,352
-13,400
94
$33.4M 0.36%
+318,875
95
$33.3M 0.36%
270,139
-13,050
96
$33.1M 0.35%
630,800
-53,500
97
$32.8M 0.35%
600,205
+16,995
98
$32.7M 0.35%
400,825
-10,000
99
$32.7M 0.35%
593,925
-49,950
100
$32.6M 0.35%
869,056
-1,883
2 3
4
5 6