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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.6M 0.35%
355,125
-86,825
102
$32.5M 0.35%
+945,575
103
$32.5M 0.35%
369,456
-12,320
104
$32.4M 0.35%
943,045
-20,355
105
$32.3M 0.35%
480,650
-174,550
106
$32.2M 0.34%
2,416,483
+67,340
107
$32.2M 0.34%
+215,000
108
$32.2M 0.34%
672,559
-9,661
109
$32M 0.34%
3,183,915
+124,610
110
$31.9M 0.34%
838,000
+11,265
111
$31.8M 0.34%
571,575
-180,200
112
$31.7M 0.34%
1,181,700
-477,600
113
$31.6M 0.34%
242,800
-37,875
114
$31M 0.33%
1,493,250
-81,500
115
$31M 0.33%
533,425
-64,750
116
$31M 0.33%
+272,175
117
$31M 0.33%
26,750
-2,365
118
$30.8M 0.33%
865,250
-102,400
119
$30.8M 0.33%
478,579
-12,375
120
$30.8M 0.33%
693,950
-29,375
121
$30.6M 0.33%
1,138,130
-204,800
122
$30.5M 0.33%
630,788
-26,375
123
$29.3M 0.31%
372,549
-700
124
$29.2M 0.31%
522,370
-134,130
125
$29M 0.31%
1,352,916
+26,370
3 4
5
6 7