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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28.8M 0.26%
865,820
-456,540
127
$28.5M 0.26%
+192,948
128
$28.1M 0.25%
1,196,406
-166,162
129
$26.8M 0.24%
451,390
+13,819
130
$26.8M 0.24%
1,057,573
+55,133
131
$26.6M 0.24%
496,254
+17,719
132
$26.6M 0.24%
527,477
-4,987
133
$26.4M 0.24%
425,278
+10,715
134
$26.1M 0.23%
215,010
+9,524
135
$25.1M 0.23%
364,895
+16,701
136
$24.8M 0.22%
+386,575
137
$24.6M 0.22%
+928,388
138
$24.4M 0.22%
622,725
+24,428
139
$23.2M 0.21%
403,056
+15,345
140
$22.7M 0.2%
321,315
+12,682
141
$22.6M 0.2%
868,316
+49,931
142
$22.4M 0.2%
570,582
+23,063
143
$22.3M 0.2%
2,324,963
+82,663
144
$22.1M 0.2%
391,420
+29,339
145
$21.2M 0.19%
903,041
+31,053
146
$21M 0.19%
202,723
+7,819
147
$20.8M 0.19%
271,732
+27,319
148
$20.7M 0.19%
273,101
+12,165
149
$20.5M 0.18%
365,048
+5,228
150
$20.5M 0.18%
480,731
+16,609
4 5
6
7 8