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
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$52.9M
3
+$52.8M
4
LOW icon
Lowe's Companies
LOW
+$52.4M
5
CFN
CAREFUSION CORPORATION
CFN
+$52.3M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$48M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.7M 0.25%
+280,225
152
$21.5M 0.25%
466,520
-35,190
153
$21.4M 0.25%
175,889
-9,410
154
$21.2M 0.24%
609,070
-37,905
155
$20.9M 0.24%
455,415
+5,460
156
$20.8M 0.24%
242,192
-9,930
157
$20.6M 0.24%
330,588
-7,175
158
$20.6M 0.24%
372,612
+975
159
$20.5M 0.24%
460,486
+17,845
160
$20.4M 0.24%
1,508,994
-28,494
161
$20.3M 0.23%
+847,775
162
$20.2M 0.23%
409,485
-6,020
163
$20.1M 0.23%
611,335
-90,905
164
$20.1M 0.23%
910,735
+121,922
165
$19.8M 0.23%
331,015
-7,230
166
$19.7M 0.23%
431,555
-5,030
167
$19.6M 0.23%
317,558
-4,399
168
$19.6M 0.23%
620,990
-23,650
169
$19.6M 0.23%
925,215
-107,358
170
$19.5M 0.22%
534,233
-57,110
171
$19.2M 0.22%
673,883
-6,536
172
$19.1M 0.22%
1,490,997
-48,950
173
$18.9M 0.22%
435,955
-49,165
174
$18.7M 0.22%
406,673
+134,950
175
$18.7M 0.22%
1,779,291
+451,048
5 6
7
8 9