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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.8M 0.3%
150,235
+33,901
127
$18.8M 0.3%
+296,092
128
$18.7M 0.3%
2,235,122
-332,378
129
$18.4M 0.3%
496,317
-72,563
130
$18.4M 0.3%
289,102
+24,427
131
$18.1M 0.29%
234,822
+27,188
132
$17.9M 0.29%
164,528
-18,023
133
$17.6M 0.28%
235,488
+47,548
134
$17.5M 0.28%
745,173
+22,136
135
$17.3M 0.28%
668,527
-7,835
136
$17.2M 0.28%
43,011
+2,371
137
$17.1M 0.28%
55,400
-420
138
$16.9M 0.27%
801,821
-38,663
139
$15.7M 0.25%
215,443
-34,210
140
$15.5M 0.25%
219,310
-14,813
141
$15.5M 0.25%
478,268
-162,688
142
$15.4M 0.25%
441,489
-18,112
143
$15.4M 0.25%
110,883
-28,586
144
$15.4M 0.25%
43,225
-9,031
145
$15.4M 0.25%
174,175
-10,642
146
$15.3M 0.25%
622,310
-87,421
147
$15.3M 0.25%
63,221
-5,708
148
$15.2M 0.25%
904,305
+231,262
149
$15.2M 0.24%
52,175
-2,543
150
$15M 0.24%
549,752
+2,213
4 5
6
7 8