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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.8M 0.19%
416,729
-31,233
152
$18.5M 0.19%
826,156
-64,860
153
$18.4M 0.18%
370,819
-31,624
154
$18.2M 0.18%
379,590
-29,975
155
$18M 0.18%
200,091
-19,000
156
$18M 0.18%
192,663
-17,325
157
$17.8M 0.18%
338,261
+23,282
158
$17.7M 0.18%
1,112,499
-94,291
159
$17.6M 0.18%
1,429,555
-41,220
160
$17.6M 0.18%
498,218
+485,711
161
$17.4M 0.17%
315,765
+20,565
162
$17.3M 0.17%
500,350
+29,890
163
$17.2M 0.17%
287,781
+41,670
164
$17.1M 0.17%
1,168,396
+293,975
165
$17.1M 0.17%
385,330
+78,635
166
$17.1M 0.17%
525,924
+4,056
167
$17M 0.17%
342,225
-26,836
168
$17M 0.17%
1,442,353
-130,750
169
$17M 0.17%
232,835
+21,622
170
$16.9M 0.17%
+327,620
171
$16.9M 0.17%
161,097
+8,420
172
$16.9M 0.17%
198,950
+13,720
173
$16.8M 0.17%
338,815
+19,165
174
$16.8M 0.17%
269,354
+28,970
175
$16.8M 0.17%
765,008
-71,737
5 6
7
8 9