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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20M 0.21%
1,260,919
-75,065
152
$20M 0.21%
284,214
-17,850
153
$19.9M 0.21%
627,675
-280,475
154
$19.9M 0.21%
+1,143,575
155
$19.8M 0.21%
284,986
-18,846
156
$19.8M 0.21%
837,225
-500
157
$19.5M 0.2%
687,928
+227,800
158
$19.4M 0.2%
163,554
-10,085
159
$19.4M 0.2%
387,195
-60,825
160
$19.4M 0.2%
295,550
-62,350
161
$19.3M 0.2%
197,482
-24,660
162
$19.3M 0.2%
395,538
+50,125
163
$19.1M 0.2%
231,040
-34,185
164
$19.1M 0.2%
262,015
-55,200
165
$19.1M 0.2%
+338,872
166
$19.1M 0.2%
539,058
-57,564
167
$18.9M 0.2%
227,619
-112,814
168
$18.9M 0.2%
1,847,116
-189,782
169
$18.7M 0.2%
806,748
-32,445
170
$18.7M 0.2%
510,639
-1,720,084
171
$18.6M 0.2%
335,901
-12,091
172
$18.5M 0.19%
447,511
+33,625
173
$18.4M 0.19%
202,074
-29,199
174
$18.3M 0.19%
464,591
-79,680
175
$18.1M 0.19%
863,138
-52,437
5 6
7
8 9