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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.6M 0.35%
940,866
+29,347
102
$33.5M 0.35%
267,393
-123,021
103
$33.4M 0.35%
27,990
-9,810
104
$33.2M 0.35%
1,242,925
+183,075
105
$33M 0.35%
408,465
+8,489
106
$32.1M 0.34%
529,321
-18,875
107
$31.8M 0.33%
2,234,218
-144,350
108
$31.6M 0.33%
409,450
-11,050
109
$31.5M 0.33%
541,765
-37,300
110
$31.5M 0.33%
1,309,677
+263,187
111
$31.1M 0.33%
782,360
-56,200
112
$31.1M 0.33%
881,075
-26,800
113
$31M 0.33%
1,324,070
+3,771
114
$30.9M 0.32%
2,784,405
-257,850
115
$30.8M 0.32%
417,790
-41,240
116
$30.6M 0.32%
867,425
-13,100
117
$30.4M 0.32%
560,760
-8,100
118
$30.1M 0.32%
273,089
-12,000
119
$29.9M 0.31%
335,051
+11,200
120
$29.8M 0.31%
350,483
+7,275
121
$29.7M 0.31%
3,394,145
+90,865
122
$29.6M 0.31%
180,717
-2,450
123
$29.6M 0.31%
643,450
+18,575
124
$29.4M 0.31%
347,651
+2,075
125
$28.7M 0.3%
853,336
+78,733
3 4
5
6 7