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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.3M 0.28%
544,544
-3,976
102
$28.2M 0.28%
894,784
+13,521
103
$28M 0.28%
544,425
-46,393
104
$26.9M 0.27%
838,951
-78,835
105
$26.8M 0.27%
514,629
+5,898
106
$26.7M 0.27%
568,882
-16,390
107
$26.7M 0.27%
2,707,232
-32,777
108
$26.7M 0.27%
573,777
-732
109
$26.6M 0.27%
624,910
+8,605
110
$26.6M 0.27%
369,977
-7,028
111
$26.4M 0.27%
323,533
-1,612
112
$26.4M 0.27%
602,500
-9,592
113
$26.1M 0.26%
553,499
-4,912
114
$26.1M 0.26%
392,005
-3,169
115
$26M 0.26%
367,168
-6,541
116
$25.9M 0.26%
732,856
-9,356
117
$25.8M 0.26%
1,109,774
+6,441
118
$25.5M 0.26%
255,596
-954
119
$25.5M 0.26%
450,166
-8,699
120
$25.4M 0.26%
2,088,958
-11,828
121
$25.4M 0.25%
517,374
+597
122
$25.4M 0.25%
640,797
+16,613
123
$25.2M 0.25%
200,457
-1,029
124
$25.2M 0.25%
707,659
-5,092
125
$25.1M 0.25%
585,638
+46,602
3 4
5
6 7