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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44M 0.44%
577,303
-5,253
77
$43.8M 0.44%
3,608,658
-1,835,543
78
$43.7M 0.44%
1,060,287
+22,569
79
$43.1M 0.43%
316,489
+9,494
80
$43.1M 0.43%
1,301,457
+75,547
81
$42.8M 0.43%
1,438,683
+17,801
82
$42.6M 0.43%
856,480
+84,410
83
$42.4M 0.43%
176,866
+9,232
84
$42.4M 0.43%
612,640
-76,416
85
$42.3M 0.42%
781,681
+5,628
86
$41.8M 0.42%
3,012,807
-947,820
87
$41.6M 0.42%
796,482
-32,159
88
$41.2M 0.41%
749,936
+104,952
89
$41M 0.41%
690,091
-5,160
90
$40.4M 0.41%
2,583,943
-154,431
91
$40M 0.4%
430,266
-368
92
$37.8M 0.38%
563,098
+24,160
93
$36.8M 0.37%
398,874
+2,088
94
$35.8M 0.36%
622,366
-23,105
95
$33.6M 0.34%
1,456,336
+170,319
96
$32.8M 0.33%
1,220,895
-33,571
97
$30.3M 0.3%
646,805
+2,765
98
$30.2M 0.3%
601,741
+5,218
99
$29.9M 0.3%
641,177
+5,187
100
$29.1M 0.29%
693,638
-10,033
2 3
4
5 6