WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$44.3M
3
+$43.6M
4
CMCSA icon
Comcast
CMCSA
+$43.4M
5
ACN icon
Accenture
ACN
+$43.1M

Top Sells

1
+$43.9M
2
+$43.4M
3
+$41.9M
4
AIG icon
American International
AIG
+$40.4M
5
UTHR icon
United Therapeutics
UTHR
+$39.3M

Sector Composition

1 Financials 19.68%
2 Industrials 14.93%
3 Technology 12.68%
4 Consumer Discretionary 11.59%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.1M 0.17%
428,788
+94,610
152
$15.1M 0.17%
194,064
-4,462
153
$15.1M 0.17%
113,478
-1,629
154
$14.8M 0.17%
4,691,903
+1,281,958
155
$14.7M 0.17%
217,969
+25,229
156
$14.6M 0.17%
250,541
-7,054
157
$14.4M 0.17%
586,797
-75,358
158
$14.4M 0.16%
102,623
-6,910
159
$14.4M 0.16%
84,023
-6,026
160
$14.4M 0.16%
203,639
+38,299
161
$14.3M 0.16%
13,131
-3,644
162
$14.3M 0.16%
239,738
-5,464
163
$14.3M 0.16%
685,313
-14,597
164
$14.2M 0.16%
175,955
+13,640
165
$14.1M 0.16%
135,078
-60,144
166
$14.1M 0.16%
160,592
-977
167
$14M 0.16%
247,114
-26,810
168
$14M 0.16%
378,949
-4,253
169
$14M 0.16%
488,854
-11,915
170
$13.8M 0.16%
99,372
+8,178
171
$13.8M 0.16%
207,013
+906
172
$13.8M 0.16%
961,102
-38,591
173
$13.7M 0.16%
270,735
+86,897
174
$13.7M 0.16%
94,293
+14,715
175
$13.6M 0.16%
1,310,493
-34,232
5 6
7
8 9