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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.5M 0.25%
32,109
-4,326
127
$12.5M 0.25%
197,566
-18,953
128
$12.5M 0.25%
332,274
+20,736
129
$12.5M 0.25%
308,970
-13,137
130
$12.4M 0.24%
75,289
+5,003
131
$12.4M 0.24%
54,058
-3,539
132
$12.2M 0.24%
624,500
-446,503
133
$12.2M 0.24%
+366,393
134
$12.1M 0.24%
47,318
-2,508
135
$12M 0.24%
225,168
-15,689
136
$12M 0.24%
125,392
-37,193
137
$11.7M 0.23%
177,025
+8,758
138
$11.7M 0.23%
80,973
+891
139
$11.7M 0.23%
98,691
-3,466
140
$11.7M 0.23%
86,905
-5,605
141
$11.6M 0.23%
231,893
+976
142
$11.5M 0.23%
146,604
-7,208
143
$11.3M 0.22%
159,573
-39,504
144
$10.9M 0.22%
254,297
-260,862
145
$10.7M 0.21%
43,286
-22,871
146
$10.3M 0.2%
146,350
-52,734
147
$10.3M 0.2%
188,120
-77,546
148
$10.3M 0.2%
253,343
-88,651
149
$9.84M 0.19%
56,497
-11,990
150
$9.82M 0.19%
37,080
-6,059
4 5
6
7 8