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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25M 0.25%
+318,492
127
$24.7M 0.25%
152,854
-5,616
128
$24.4M 0.24%
369,504
+106,221
129
$24.3M 0.24%
408,685
-714
130
$24.1M 0.24%
348,857
-1,156
131
$22.8M 0.23%
256,782
-32,619
132
$22.7M 0.23%
177,117
-5,334
133
$22.5M 0.23%
179,075
-5,568
134
$22.3M 0.22%
425,191
-25,742
135
$22.2M 0.22%
451,620
+6,834
136
$21.8M 0.22%
654,657
+920
137
$21.5M 0.22%
177,746
-1,013
138
$21.1M 0.21%
493,441
-7,372
139
$21M 0.21%
425,600
+10,580
140
$20.9M 0.21%
142,073
-4,060
141
$20.9M 0.21%
383,387
-13,483
142
$20.9M 0.21%
34,293
-1,086
143
$20.9M 0.21%
132,800
+25,013
144
$20.8M 0.21%
529,189
+22,767
145
$20.8M 0.21%
270,441
+40,924
146
$20.5M 0.21%
400,219
-4,545
147
$20.4M 0.21%
1,125,396
-1,208
148
$20M 0.2%
450,509
+6,429
149
$19.4M 0.19%
398,023
+5,297
150
$19.3M 0.19%
862,543
+823,674
4 5
6
7 8