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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28.7M 0.3%
808,002
-84,548
127
$28M 0.29%
424,180
-80,055
128
$28M 0.29%
474,021
-45,483
129
$26.6M 0.28%
496,463
-2,094
130
$26.5M 0.28%
232,095
-19,317
131
$25.7M 0.27%
577,506
-42,428
132
$24.9M 0.26%
1,319,004
-114,693
133
$24.9M 0.26%
1,034,163
-30,076
134
$24.1M 0.25%
367,292
-14,499
135
$23.7M 0.25%
596,563
-21,745
136
$23.1M 0.24%
965,698
-86,293
137
$23.1M 0.24%
701,134
-24,063
138
$22.3M 0.23%
585,885
-23,125
139
$22M 0.23%
2,659,662
-138,972
140
$21.9M 0.23%
532,695
-70,375
141
$21.8M 0.23%
640,658
+9,875
142
$21.6M 0.23%
645,390
-13,450
143
$21.3M 0.22%
330,619
-19,781
144
$21.1M 0.22%
17,121
-8,684
145
$21.1M 0.22%
1,233,361
-52,922
146
$20.7M 0.22%
258,768
-23,182
147
$20.7M 0.22%
672,216
-149,525
148
$20.2M 0.21%
188,066
-85,810
149
$20.2M 0.21%
12,894
+103
150
$20.1M 0.21%
397,230
-49,225
4 5
6
7 8