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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.9M 0.35%
+534,459
127
$26.8M 0.35%
+504,634
128
$26.6M 0.34%
130,624
+1,144
129
$26.6M 0.34%
83,758
+768
130
$26.6M 0.34%
292,768
-17,407
131
$26.5M 0.34%
308,371
-9,552
132
$26.1M 0.34%
+72,261
133
$26.1M 0.34%
146,996
+7,384
134
$26M 0.34%
+616,283
135
$25.9M 0.34%
228,431
-98,767
136
$25.9M 0.33%
468,018
+1,703
137
$25.6M 0.33%
305,044
+4,372
138
$25.6M 0.33%
191,347
-28,433
139
$25.5M 0.33%
695,861
+114,417
140
$25.3M 0.33%
162,710
-43,407
141
$24.5M 0.32%
204,260
-101,625
142
$24.3M 0.31%
249,278
-101,755
143
$24.2M 0.31%
340,574
-13,572
144
$23.4M 0.3%
787,147
-42,141
145
$22.9M 0.3%
396,845
-157,281
146
$22.8M 0.29%
379,614
-117,360
147
$22.4M 0.29%
123,247
-15,337
148
$21.7M 0.28%
172,085
-40,961
149
$21.5M 0.28%
795,563
-47,469
150
$21.4M 0.28%
96,680
-31,227
4 5
6
7 8