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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.4M 0.18%
163,335
-31,556
152
$17.3M 0.18%
1,750,290
-22,171
153
$17.3M 0.18%
179,468
-5,280
154
$17.2M 0.18%
280,393
-4,072
155
$17M 0.18%
802,892
+108,470
156
$16.7M 0.17%
36,393
+4,168
157
$16.6M 0.17%
1,241,404
+189,373
158
$16.5M 0.17%
329,181
-82,649
159
$16.1M 0.17%
510,128
+63,673
160
$16.1M 0.17%
497,060
-9,950
161
$16.1M 0.17%
305,041
+38,621
162
$16.1M 0.17%
560,588
+510,763
163
$16M 0.17%
+231,944
164
$16M 0.17%
551,164
-9,031
165
$15.9M 0.17%
457,632
-66,138
166
$15.8M 0.16%
320,687
-58,068
167
$15.7M 0.16%
347,670
-3,775
168
$15.7M 0.16%
517,633
-142,632
169
$15.7M 0.16%
284,485
-2,460
170
$15.6M 0.16%
163,546
+8,174
171
$15.6M 0.16%
571,999
-16,355
172
$15.6M 0.16%
543,596
-4,566
173
$15.6M 0.16%
863,340
-5,103
174
$15.5M 0.16%
518,290
-4,599
175
$15.3M 0.16%
183,192
+5,992
5 6
7
8 9