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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.9M 0.19%
675,397
+95,860
152
$18.8M 0.19%
473,724
-9,080
153
$18.8M 0.19%
271,995
-3,748
154
$18.7M 0.19%
268,449
-10,104
155
$18.7M 0.19%
172,792
-1,040
156
$18.6M 0.19%
2,135,908
-19,905
157
$18.2M 0.18%
1,017,305
-6,258
158
$17.8M 0.18%
274,921
-3,798
159
$17.5M 0.18%
333,301
-376
160
$17M 0.17%
536,814
+1,538
161
$16.9M 0.17%
1,582,886
-58,450
162
$16.8M 0.17%
580,723
+79,614
163
$16.8M 0.17%
519,141
+14,482
164
$16.6M 0.17%
562,587
-32,284
165
$16.5M 0.17%
380,173
+2,894
166
$16.5M 0.17%
583,456
+151,519
167
$16.3M 0.16%
158,343
-6,410
168
$16.3M 0.16%
1,724,059
-1,009
169
$16.2M 0.16%
302,351
+10,014
170
$16.2M 0.16%
513,023
+12,814
171
$16.2M 0.16%
338,960
+808
172
$16.1M 0.16%
442,515
-5,908
173
$16.1M 0.16%
1,312,268
+535,114
174
$16.1M 0.16%
184,310
-2,539
175
$16.1M 0.16%
159,410
+680
5 6
7
8 9