WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.2M 0.51%
125,526
-8,705
77
$28M 0.5%
79,447
-10,132
78
$27.4M 0.49%
179,191
+26,530
79
$27.4M 0.49%
2,583,037
-55,835
80
$27.4M 0.49%
181,364
-58,599
81
$26.9M 0.48%
47,175
-10,385
82
$22.2M 0.4%
733,874
+61,157
83
$21.8M 0.39%
538,902
-16,570
84
$21.7M 0.39%
560,244
-137
85
$20.1M 0.36%
490,770
-131,196
86
$19.9M 0.36%
200,147
-118,211
87
$19.5M 0.35%
660,538
+14,436
88
$19.1M 0.34%
351,000
+31,194
89
$19.1M 0.34%
700,963
-15,397
90
$18.8M 0.34%
300,740
-5,602
91
$18.7M 0.34%
50,640
+5,111
92
$16.9M 0.3%
156,340
-49,293
93
$16.7M 0.3%
89,280
-3,349
94
$15.4M 0.28%
8,948
-1,366
95
$15.1M 0.27%
33,335
-11,577
96
$14.7M 0.27%
162,369
+6,936
97
$14M 0.25%
187,308
-13,108
98
$13.2M 0.24%
29,077
-3,445
99
$12.9M 0.23%
180,719
-3,533
100
$12.8M 0.23%
153,135
-6,982
2 3
4
5 6