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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28.4M 0.3%
393,144
+1,279
127
$27M 0.29%
415,578
+1,179
128
$26.8M 0.29%
560,786
-13,600
129
$26.3M 0.28%
753,302
-39,350
130
$24.9M 0.27%
581,783
-8,925
131
$24.6M 0.26%
680,151
-16,945
132
$24.1M 0.26%
352,025
-9,711
133
$23.9M 0.26%
1,165,815
+298,888
134
$22.5M 0.24%
587,290
-88,905
135
$22.4M 0.24%
442,071
-17,150
136
$21.6M 0.23%
888,623
-77,776
137
$21.5M 0.23%
2,609,093
-22,849
138
$21.4M 0.23%
1,035,297
+7,422
139
$21.4M 0.23%
554,200
-94,340
140
$21.2M 0.23%
568,325
-83,835
141
$21.1M 0.23%
408,783
-4,636
142
$21.1M 0.23%
628,888
-140,720
143
$21M 0.22%
232,893
-19,725
144
$20.9M 0.22%
+369,350
145
$20.1M 0.21%
385,200
-78,630
146
$19.8M 0.21%
212,458
-7,308
147
$19.6M 0.21%
1,215,991
-11,150
148
$19.5M 0.21%
1,596,493
-2,447,998
149
$19.2M 0.2%
310,649
-13,025
150
$19M 0.2%
584,625
-44,850
4 5
6
7 8