WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.2M 0.2%
119,545
-427
127
$11.2M 0.2%
105,920
+1,688
128
$11.2M 0.2%
119,516
-13,455
129
$11.2M 0.2%
120,909
+5,417
130
$11.2M 0.2%
210,396
-19,673
131
$11.1M 0.2%
89,685
-27,023
132
$11.1M 0.2%
37,985
-11,117
133
$11.1M 0.2%
32,582
-11,171
134
$11M 0.2%
384,451
-9,574
135
$11M 0.2%
83,439
-938
136
$11M 0.2%
31,488
-8,633
137
$11M 0.2%
300,898
-73,219
138
$11M 0.2%
17,241
-3,705
139
$10.9M 0.2%
115,324
+9,290
140
$10.9M 0.2%
342,861
-23,824
141
$10.9M 0.2%
213,271
-88,983
142
$10.8M 0.2%
136,560
-42,775
143
$10.6M 0.19%
146,360
-9,196
144
$10.6M 0.19%
56,625
+5,412
145
$10.6M 0.19%
111,618
-7,384
146
$10.4M 0.19%
137,948
-950
147
$10.3M 0.19%
14,585
-2,639
148
$10.2M 0.18%
89,413
-8,339
149
$9.8M 0.18%
34,836
+3,697
150
$9.79M 0.18%
+72,590
4 5
6
7 8