WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.1M 0.32%
615,154
+11,807
102
$30.9M 0.32%
647,815
-4,993
103
$30.7M 0.32%
660,913
+338,299
104
$30.3M 0.32%
659,925
-64,004
105
$27.9M 0.29%
1,128,847
+62,367
106
$27.6M 0.29%
721,726
-8,085
107
$27M 0.28%
1,320,940
-549,848
108
$25.1M 0.26%
544,361
-44,839
109
$25M 0.26%
214,521
-30,954
110
$25M 0.26%
588,693
-6,587
111
$25M 0.26%
639,309
-80,721
112
$24.8M 0.26%
1,152,781
-87,082
113
$24.8M 0.26%
628,631
-102,260
114
$24.7M 0.26%
485,943
-26,687
115
$24.7M 0.26%
262,823
+22,364
116
$24.6M 0.26%
628,677
+20,666
117
$24.5M 0.26%
156,300
+12,768
118
$24.4M 0.25%
318,580
-23,545
119
$24.4M 0.25%
204,453
-29,327
120
$24.3M 0.25%
453,189
-74,717
121
$24.3M 0.25%
674,789
-47,540
122
$24.2M 0.25%
219,922
-43,312
123
$24.2M 0.25%
444,180
-102,345
124
$24.1M 0.25%
333,483
+602
125
$24.1M 0.25%
347,142
-12,993
3 4
5
6 7