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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.2M 0.24%
611,199
-50,619
127
$24.1M 0.24%
510,898
-44,050
128
$24M 0.24%
1,057,852
-90,805
129
$23.9M 0.24%
566,255
-12,335
130
$23.5M 0.24%
313,706
-26,098
131
$22.9M 0.23%
725,196
-67,803
132
$22.6M 0.23%
259,737
-25,525
133
$22.5M 0.23%
240,560
-19,646
134
$22.3M 0.22%
532,710
-5,240
135
$22.1M 0.22%
923,575
+91,032
136
$22M 0.22%
890,367
-82,925
137
$21.8M 0.22%
621,573
+27,335
138
$21.8M 0.22%
561,720
+42,770
139
$21.6M 0.22%
353,275
+6,875
140
$21.4M 0.22%
343,267
-6,725
141
$20.9M 0.21%
2,346,328
-221,905
142
$20.8M 0.21%
588,591
-55,918
143
$20.7M 0.21%
367,975
+2,250
144
$20.7M 0.21%
751,866
-67,628
145
$20.2M 0.2%
287,060
-22,275
146
$20.1M 0.2%
275,199
-21,850
147
$19.8M 0.2%
208,688
-16,200
148
$19.4M 0.19%
28,462
-792
149
$19.1M 0.19%
444,536
-37,875
150
$18.8M 0.19%
1,079,974
-92,999
4 5
6
7 8