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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.5M 0.49%
848,225
-68,700
77
$48.5M 0.49%
1,572,895
-125,627
78
$48.4M 0.49%
1,239,945
+196,245
79
$48.4M 0.49%
+1,218,630
80
$48.4M 0.49%
1,756,965
-40,560
81
$48.2M 0.48%
1,549,060
-202,540
82
$48.1M 0.48%
+458,210
83
$47.6M 0.48%
1,100,030
-69,770
84
$47.6M 0.48%
418,835
+37,335
85
$47.5M 0.48%
316,285
-70,315
86
$47.3M 0.47%
557,685
-62,571
87
$46.1M 0.46%
1,975,538
+187,720
88
$45.9M 0.46%
1,626,080
+253,250
89
$45.2M 0.45%
327,790
-18,885
90
$45M 0.45%
965,195
-150,641
91
$44.9M 0.45%
943,025
-45,125
92
$44.8M 0.45%
784,306
+45,735
93
$44.5M 0.45%
320,834
+9,460
94
$44.4M 0.45%
373,588
+7,575
95
$43.9M 0.44%
83,844,800
-11,903,200
96
$41.6M 0.42%
1,768,939
+308,043
97
$36.7M 0.37%
+431,500
98
$36.6M 0.37%
712,345
+64,745
99
$36.5M 0.37%
872,650
+11,125
100
$36.4M 0.36%
1,078,190
+97,145
2 3
4
5 6