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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.2M 0.3%
+269,665
102
$33.2M 0.3%
469,952
-31,079
103
$33M 0.3%
596,820
+13,045
104
$32.5M 0.29%
374,619
+15,883
105
$32.5M 0.29%
385,927
+16,669
106
$32.5M 0.29%
282,358
-14,973
107
$32M 0.29%
466,985
-121,844
108
$31.9M 0.29%
630,959
+26,213
109
$31.7M 0.28%
563,768
-24,277
110
$31.3M 0.28%
228,449
-23,305
111
$31.1M 0.28%
164,220
-49,009
112
$31M 0.28%
716,401
-20,794
113
$31M 0.28%
680,903
+29,846
114
$29.9M 0.27%
176,503
-39,728
115
$29.6M 0.27%
107,403
-24,039
116
$29.6M 0.27%
174,606
-41,012
117
$29.6M 0.27%
+425,888
118
$29.4M 0.26%
837,365
+128,731
119
$29.4M 0.26%
170,971
-40,325
120
$29.4M 0.26%
267,904
-40,373
121
$29.3M 0.26%
543,340
+26,277
122
$29.2M 0.26%
231,321
-59,541
123
$29.2M 0.26%
+271,832
124
$29.2M 0.26%
+193,425
125
$29M 0.26%
602,920
-278,829
3 4
5
6 7