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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20.4M 0.18%
1,064,070
+157,649
152
$20.3M 0.18%
425,170
+15,820
153
$20.3M 0.18%
262,864
+12,331
154
$20.2M 0.18%
803,417
+23,010
155
$20.2M 0.18%
299,619
-32,166
156
$20.1M 0.18%
101,320
+1,931
157
$20M 0.18%
287,213
-27,221
158
$19.9M 0.18%
703,466
+209,628
159
$19.9M 0.18%
949,037
-79,700
160
$19.8M 0.18%
392,141
+18,764
161
$19.7M 0.18%
114,864
-163,619
162
$19.5M 0.18%
349,008
-90,184
163
$19.5M 0.17%
110,122
-11,400
164
$19.4M 0.17%
460,571
+17,497
165
$19.4M 0.17%
314,781
+9,111
166
$19.3M 0.17%
96,906
-16,642
167
$19.2M 0.17%
108,691
-10,526
168
$19.1M 0.17%
947,389
+17,249
169
$19M 0.17%
207,147
-18,320
170
$19M 0.17%
252,203
+6,686
171
$18.9M 0.17%
166,705
-36,294
172
$18.9M 0.17%
422,243
+72,296
173
$18.9M 0.17%
465,985
+28,556
174
$18.9M 0.17%
95,922
-24,754
175
$18.6M 0.17%
1,664,772
+54,862
5 6
7
8 9