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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.6M 0.44%
543,583
+539,091
102
$27.3M 0.44%
479,417
+40,481
103
$27.3M 0.44%
166,282
-17,967
104
$26.7M 0.43%
985,706
+88,729
105
$26.5M 0.43%
759,595
+208,926
106
$26.2M 0.42%
186,036
-92,518
107
$25.9M 0.42%
352,968
+13,830
108
$25.8M 0.42%
758,214
-245,876
109
$24.6M 0.4%
111,804
+20,997
110
$24.6M 0.4%
404,027
-45,929
111
$23.1M 0.37%
634,228
-40,919
112
$23M 0.37%
110,417
-21,540
113
$22.7M 0.37%
455,768
-29,496
114
$20.9M 0.34%
81,402
+12,637
115
$20.7M 0.33%
329,203
+53,365
116
$20.5M 0.33%
251,215
-22,500
117
$20.3M 0.33%
516,122
+66,657
118
$20.1M 0.32%
328,433
+53,040
119
$19.8M 0.32%
133,848
-27,157
120
$19.7M 0.32%
350,808
-309,078
121
$19.7M 0.32%
619,534
-247,262
122
$19.6M 0.32%
844,249
+109,771
123
$19.4M 0.31%
663,180
+42,475
124
$19.2M 0.31%
252,139
+13,093
125
$18.9M 0.3%
135,065
+7,583
3 4
5
6 7