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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.6M 0.38%
183,049
-8,954
102
$29.5M 0.38%
730,858
-88,883
103
$29.5M 0.38%
800,955
+45,974
104
$29.5M 0.38%
186,801
-45,013
105
$29.4M 0.38%
310,637
-23,427
106
$29.4M 0.38%
75,551
+4,486
107
$29.4M 0.38%
252,756
-19,471
108
$29.3M 0.38%
682,009
-108,485
109
$29.3M 0.38%
271,217
-12,955
110
$29.2M 0.38%
158,235
-25,758
111
$29.1M 0.38%
+78,127
112
$29M 0.38%
1,400,723
-918,242
113
$29M 0.37%
623,959
-165,155
114
$28.9M 0.37%
664,381
+1,633
115
$28.7M 0.37%
189,445
-29,353
116
$28.5M 0.37%
525,336
-991
117
$28.4M 0.37%
198,175
-70,747
118
$27.8M 0.36%
479,339
+7,767
119
$27.6M 0.36%
415,788
-63,325
120
$27.6M 0.36%
311,198
-50,370
121
$27.5M 0.36%
273,790
-46,607
122
$27.5M 0.36%
1,064,481
+270,200
123
$27.4M 0.35%
1,341,045
+152,169
124
$27.3M 0.35%
433,837
-89,142
125
$27.1M 0.35%
284,526
+2,096
3 4
5
6 7