WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.57B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$60.1M
3
+$55.8M
4
DELL icon
Dell
DELL
+$51.6M
5
GIL icon
Gildan
GIL
+$36.9M

Top Sells

1
+$65.8M
2
+$64.7M
3
+$54.9M
4
EA icon
Electronic Arts
EA
+$38.4M
5
LRCX icon
Lam Research
LRCX
+$37M

Sector Composition

1 Technology 31.28%
2 Financials 15.68%
3 Consumer Discretionary 14.25%
4 Healthcare 12.96%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXS icon
151
AXIS Capital
AXS
$7.69B
$9.61M 0.17%
89,731
-7,849
OC icon
152
Owens Corning
OC
$10.2B
$9.36M 0.17%
83,675
+12,712
EMN icon
153
Eastman Chemical
EMN
$7.83B
$9.33M 0.17%
146,136
-12,378
MKL icon
154
Markel Group
MKL
$26B
$9.24M 0.17%
4,297
-1,786
DG icon
155
Dollar General
DG
$32.7B
$9.22M 0.17%
69,480
-22,218
STAG icon
156
STAG Industrial
STAG
$7.07B
$9.22M 0.17%
250,920
-7,833
MOS icon
157
The Mosaic Company
MOS
$8.36B
$9.08M 0.16%
376,905
+175,914
ACN icon
158
Accenture
ACN
$176B
$9.06M 0.16%
33,761
-11,418
IT icon
159
Gartner
IT
$16.6B
$8.61M 0.15%
+34,130
AMT icon
160
American Tower
AMT
$86B
$8.6M 0.15%
48,987
-10,845
BRK.B icon
161
Berkshire Hathaway Class B
BRK.B
$1.06T
$8.56M 0.15%
17,028
-4,800
UHS icon
162
Universal Health Services
UHS
$12.5B
$8.48M 0.15%
38,907
-6,522
SON icon
163
Sonoco
SON
$4.8B
$8.43M 0.15%
193,189
+42,457
ACGL icon
164
Arch Capital
ACGL
$32.9B
$8.36M 0.15%
87,133
-19,855
MTZ icon
165
MasTec
MTZ
$19.1B
$8.29M 0.15%
38,155
-4,748
TXN icon
166
Texas Instruments
TXN
$174B
$8.29M 0.15%
47,793
-14,686
CHRW icon
167
C.H. Robinson
CHRW
$20.8B
$8.14M 0.15%
50,650
-10,935
AON icon
168
Aon
AON
$73.9B
$8.05M 0.14%
22,809
-5,508
SAIC icon
169
Saic
SAIC
$5.01B
$8.03M 0.14%
79,787
+11,306
ES icon
170
Eversource Energy
ES
$26.3B
$7.36M 0.13%
109,383
-14,804
PB icon
171
Prosperity Bancshares
PB
$7.06B
$7.35M 0.13%
106,284
+4,896
NVR icon
172
NVR
NVR
$20.6B
$7.22M 0.13%
990
+151
NI icon
173
NiSource
NI
$20.8B
$7.11M 0.13%
170,255
-22,485
TMO icon
174
Thermo Fisher Scientific
TMO
$233B
$7.08M 0.13%
12,225
-6,634
CI icon
175
Cigna
CI
$72.7B
$7.02M 0.13%
25,514
-3,672
5 6
7
8 9