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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.3M 0.36%
1,110,362
-102,350
102
$36.2M 0.36%
2,554,963
+64,630
103
$36M 0.36%
456,610
+46,610
104
$35.7M 0.36%
444,456
+60,175
105
$35.6M 0.36%
189,482
+6,795
106
$35.5M 0.36%
318,430
+5,605
107
$35.4M 0.36%
785,960
+84,874
108
$35.4M 0.36%
584,046
+19,955
109
$35.3M 0.35%
858,675
-4,150
110
$35.2M 0.35%
3,720,205
+401,265
111
$35.1M 0.35%
268,609
+1,670
112
$34.9M 0.35%
680,130
+74,525
113
$34.6M 0.35%
614,705
+88,930
114
$34.5M 0.35%
420,442
-30,664
115
$34.3M 0.34%
1,052,956
+22,688
116
$33.6M 0.34%
761,452
-66,550
117
$32.1M 0.32%
783,768
-63,404
118
$32M 0.32%
828,568
-71,773
119
$31.5M 0.32%
594,441
-49,050
120
$31M 0.31%
583,129
-51,799
121
$30.5M 0.31%
664,862
-54,650
122
$28.6M 0.29%
432,940
+19,561
123
$26.8M 0.27%
1,552,586
+77,550
124
$25.9M 0.26%
292,217
-27,633
125
$25.8M 0.26%
420,736
-33,325
3 4
5
6 7