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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38.5M 0.4%
589,250
+34,175
77
$37.8M 0.39%
2,793,563
+391,429
78
$37.5M 0.39%
597,609
-7,861
79
$37.4M 0.39%
692,276
+36,837
80
$37.2M 0.39%
41,814,080
-7,775,920
81
$36.9M 0.38%
+400,516
82
$36.8M 0.38%
1,292,284
-131,881
83
$36.7M 0.38%
+823,555
84
$36.6M 0.38%
+483,785
85
$36.6M 0.38%
1,131,055
-9,595
86
$36.5M 0.38%
711,222
-122,508
87
$36.4M 0.38%
633,770
-60,680
88
$36.3M 0.38%
1,783,253
+84,355
89
$36.1M 0.38%
653,754
-78,121
90
$36M 0.37%
683,476
+18,767
91
$35.9M 0.37%
181,328
-32,739
92
$35.7M 0.37%
161,023
-21,652
93
$35M 0.36%
+295,607
94
$34.3M 0.36%
441,154
+35,732
95
$34.3M 0.36%
1,276,007
+46,968
96
$34.3M 0.36%
279,632
-36,768
97
$34.2M 0.36%
+500,097
98
$33.6M 0.35%
683,343
+13,008
99
$32.6M 0.34%
898,975
-6,336
100
$31.3M 0.33%
405,368
-6,493
2 3
4
5 6