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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.1M 0.41%
406,315
-5,724
77
$32M 0.41%
220,435
-23,726
78
$32M 0.41%
654,570
-4,148
79
$32M 0.41%
260,255
-5,209
80
$31.2M 0.4%
1,054,214
+10,569
81
$31M 0.4%
145,834
+14,282
82
$30.9M 0.4%
503,949
-360
83
$30.7M 0.4%
485,583
+24
84
$30.7M 0.4%
18,075
-2,320
85
$30.7M 0.4%
661,045
+655,412
86
$30.6M 0.4%
437,551
-35,434
87
$30.4M 0.39%
254,873
-9,346
88
$30.4M 0.39%
301,775
-43,821
89
$30.4M 0.39%
398,857
-26,654
90
$30.4M 0.39%
1,021,556
+20,901
91
$30.3M 0.39%
152,011
-9,245
92
$30.3M 0.39%
506,313
+3,548
93
$30.2M 0.39%
511,184
+506,767
94
$30.2M 0.39%
247,735
-44,368
95
$30.1M 0.39%
245,034
-6,477
96
$30M 0.39%
740,875
-29,210
97
$30M 0.39%
2,119,507
+216,557
98
$29.9M 0.39%
+105,756
99
$29.8M 0.38%
123,049
-12,850
100
$29.6M 0.38%
78,403
+52,063
2 3
4
5 6