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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24M 0.25%
281,024
+2,813
127
$24M 0.25%
608,006
+39,536
128
$23.9M 0.25%
772,873
-13,142
129
$23.8M 0.25%
525,270
-11,878
130
$23.8M 0.25%
568,995
+66,445
131
$23.8M 0.25%
401,118
-22,378
132
$23.6M 0.25%
169,250
-30,957
133
$23.6M 0.25%
2,134,835
+161,972
134
$23.6M 0.25%
653,063
-3,187
135
$23.5M 0.25%
211,703
-28,610
136
$23.5M 0.24%
519,217
-1,348
137
$23.2M 0.24%
928,887
+114,662
138
$23.2M 0.24%
+208,682
139
$23M 0.24%
2,926,957
+125,327
140
$23M 0.24%
+471,469
141
$22.9M 0.24%
717,555
-3,865
142
$22.6M 0.24%
360,836
+74,266
143
$22.2M 0.23%
446,241
-70,109
144
$22.1M 0.23%
564,268
-3,243
145
$21.8M 0.23%
382,689
-880
146
$20.2M 0.21%
395,542
-151,442
147
$18.3M 0.19%
1,050,569
-7,633
148
$18.1M 0.19%
339,380
-3,276
149
$18M 0.19%
278,910
+40,613
150
$17.8M 0.19%
2,186,009
-32,382
4 5
6
7 8