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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.6M 0.29%
288,944
-64,023
102
$14.3M 0.28%
194,955
-34,351
103
$14.2M 0.28%
354,841
-186,179
104
$14.2M 0.28%
31,837
-9,970
105
$14.1M 0.28%
210,688
-154,840
106
$14.1M 0.28%
133,247
+63,688
107
$14M 0.28%
39,850
-3,308
108
$13.8M 0.27%
98,468
-10,105
109
$13.7M 0.27%
128,200
-27,005
110
$13.6M 0.27%
331,553
-265,090
111
$13.4M 0.27%
119,822
-3,176
112
$13.3M 0.26%
198,757
-185,077
113
$13.2M 0.26%
407,885
+4,979
114
$13.2M 0.26%
427,200
+20,722
115
$13.2M 0.26%
116,748
-18,975
116
$13.1M 0.26%
177,734
-14,511
117
$13M 0.26%
76,556
-2,274
118
$12.9M 0.26%
134,099
-24,548
119
$12.9M 0.26%
227,255
-15,882
120
$12.8M 0.25%
375,411
-15,962
121
$12.7M 0.25%
159,609
-65,496
122
$12.7M 0.25%
80,004
-414,906
123
$12.7M 0.25%
390,002
-92,854
124
$12.6M 0.25%
536,461
-8,308
125
$12.6M 0.25%
130,829
-20,898
3 4
5
6 7