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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23M 0.45%
88,597
-47,079
77
$21.7M 0.43%
629,832
-385,016
78
$21.2M 0.42%
535,208
-73,143
79
$19M 0.38%
12,892
-5,117
80
$18.9M 0.37%
334,567
-266,112
81
$18.2M 0.36%
448,798
-84,995
82
$18.2M 0.36%
307,963
-87,893
83
$17.6M 0.35%
203,545
+166,685
84
$17.5M 0.35%
367,404
-190,592
85
$17.4M 0.34%
311,825
-194,124
86
$17.2M 0.34%
262,183
-39,204
87
$17M 0.34%
263,893
-20,854
88
$17M 0.34%
119,157
-30,966
89
$16.9M 0.33%
435,279
-60,028
90
$16.7M 0.33%
139,546
-30,531
91
$16.6M 0.33%
618,878
-136,531
92
$16.5M 0.33%
495,842
-325,513
93
$16.4M 0.32%
+403,710
94
$16.1M 0.32%
456,888
-106,667
95
$16M 0.32%
198,255
-38,206
96
$16M 0.32%
138,248
-89,823
97
$15.9M 0.31%
106,382
+12,388
98
$15.7M 0.31%
483,541
-129,074
99
$15.7M 0.31%
74,420
-88,184
100
$15.5M 0.31%
672,577
-109,349
2 3
4
5 6