WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.6M 0.23%
234,209
-7,346
102
$12.5M 0.22%
442,168
-113,763
103
$12.4M 0.22%
67,531
+16,739
104
$12.4M 0.22%
182,919
-35,797
105
$12.3M 0.22%
308,277
-27,793
106
$12.3M 0.22%
136,310
-36,827
107
$12.3M 0.22%
199,158
-30,989
108
$12.2M 0.22%
376,337
-52,295
109
$12.2M 0.22%
+306,640
110
$12.2M 0.22%
+604,377
111
$12.2M 0.22%
295,028
-51,883
112
$12.2M 0.22%
359,561
+949
113
$12.1M 0.22%
136,916
-19,907
114
$12M 0.22%
54,352
-16,406
115
$11.9M 0.21%
86,253
-81,913
116
$11.8M 0.21%
33,555
-5,883
117
$11.8M 0.21%
138,885
-16,519
118
$11.8M 0.21%
105,026
-26,375
119
$11.7M 0.21%
98,671
-10,294
120
$11.7M 0.21%
152,747
-2,738
121
$11.7M 0.21%
90,277
-1,753
122
$11.6M 0.21%
99,584
+13,226
123
$11.6M 0.21%
+358,486
124
$11.5M 0.21%
91,255
-3,890
125
$11.4M 0.2%
72,381
-15,357
3 4
5
6 7