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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.6M 0.2%
504,225
-24,661
152
$18.6M 0.2%
564,416
-80,725
153
$18.4M 0.2%
334,109
-1,834
154
$18.2M 0.19%
281,900
-9,050
155
$18M 0.19%
418,535
-11,725
156
$17.9M 0.19%
847,138
-24,676
157
$17.9M 0.19%
+422,800
158
$17.9M 0.19%
234,836
-24,620
159
$17.9M 0.19%
1,020,402
-27,225
160
$17.8M 0.19%
1,242,634
-15,925
161
$17.8M 0.19%
192,951
-14,180
162
$17.8M 0.19%
189,324
-33,870
163
$17.7M 0.19%
181,336
-3,805
164
$17.7M 0.19%
188,057
-10,400
165
$17.7M 0.19%
231,134
-28,205
166
$17.7M 0.19%
850,000
-90,650
167
$17.7M 0.19%
187,400
-38,865
168
$17.6M 0.19%
147,344
-15,235
169
$17.5M 0.19%
371,310
-13,660
170
$17.5M 0.19%
512,014
-10,400
171
$17.5M 0.19%
15,373
-823
172
$17.3M 0.19%
321,485
-7,375
173
$17.3M 0.18%
215,938
-950
174
$17.3M 0.18%
269,926
-9,650
175
$17.2M 0.18%
13,655
+726
5 6
7
8 9