WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$32.3M0.63% 59,179
-8,498
-13%
-$4.64M
$32.3M0.63%
+3,631,722
 New
+$32.3M
$32.1M0.62% 138,060
+12,960
+10%
+$3.02M
$31.9M0.62% 1,257,523
+156,298
+14%
+$3.96M
$31.6M0.61%
+1,014,799
 New
+$31.6M
$29.8M0.58% 239,868
-3,137
-1%
-$389K
$22.7M0.44% 542,538
+376,754
+227%
+$15.7M
$20.7M0.4% 60,938
+10,298
+20%
+$3.51M
$19.1M0.37% 671,014
-62,860
-9%
-$1.79M
$17.7M0.34% 414,096
-124,806
-23%
-$5.34M
$17.4M0.34% 582,370
+22,126
+4%
+$663K
$17.2M0.33%
+492,683
 New
+$17.2M
$16.9M0.33% 230,926
-69,814
-23%
-$5.12M
$16.5M0.32% 649,420
-51,543
-7%
-$1.31M
$16.2M0.31%
+1,063,859
 New
+$16.2M
$16M0.31% 363,128
-127,642
-26%
-$5.61M
$15.9M0.31% 245,145
-105,855
-30%
-$6.85M
$15.2M0.29% 8,105
-843
-9%
-$1.58M
$15.1M0.29% 445,990
-214,548
-32%
-$7.25M
$15M0.29% 85,637
-3,643
-4%
-$640K
$14.4M0.28% 38,914
+5,579
+17%
+$2.06M
$13.6M0.26% 300,739
-7,538
-2%
-$342K
$13.5M0.26% 50,766
-3,586
-7%
-$956K
$13.5M0.26% 184,439
-2,869
-2%
-$210K
$13.5M0.26% 25,329
-3,748
-13%
-$2M
1 2345622