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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44.7M 0.4%
286,406
+24,544
77
$44.4M 0.4%
139,331
+4,248
78
$44M 0.39%
1,104,579
+46,614
79
$43.6M 0.39%
2,292,751
+218,865
80
$42.6M 0.38%
418,429
+20,261
81
$42.1M 0.38%
604,899
+21,891
82
$40.9M 0.37%
791,051
+27,653
83
$40.2M 0.36%
1,353,283
+35,424
84
$38.9M 0.35%
927,430
+719
85
$36.9M 0.33%
502,180
+230,396
86
$35.7M 0.32%
464,238
-53,571
87
$35.7M 0.32%
548,896
+25,629
88
$35.5M 0.32%
+919,241
89
$35.1M 0.31%
445,599
+19,863
90
$35.1M 0.31%
352,208
-32,285
91
$34.8M 0.31%
2,014,961
-178,358
92
$34.8M 0.31%
325,063
-31,423
93
$34.7M 0.31%
631,717
-60,485
94
$34.5M 0.31%
647,358
+13,055
95
$34.3M 0.31%
202,497
-30,547
96
$34M 0.3%
648,104
-62,828
97
$34M 0.3%
526,210
-33,959
98
$33.5M 0.3%
131,383
-11,650
99
$33.3M 0.3%
447,113
-43,706
100
$33.2M 0.3%
431,726
-32,197
2 3
4
5 6