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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.2M 0.27%
396,542
-20,128
152
$20.8M 0.27%
59,313
-1,083
153
$20.2M 0.26%
32,350
-11,917
154
$20.1M 0.26%
891,094
-35,897
155
$19.8M 0.26%
87,907
-4,413
156
$19.1M 0.25%
580,650
+35,771
157
$19M 0.25%
173,648
-1,026
158
$18.9M 0.24%
573,765
-14,999
159
$18.8M 0.24%
108,510
+8,317
160
$18.6M 0.24%
217,363
+15,710
161
$18.5M 0.24%
463,577
-35,992
162
$18.4M 0.24%
159,401
+156
163
$18.4M 0.24%
194,854
-6,424
164
$18M 0.23%
473,338
+33,107
165
$18M 0.23%
146,611
+5,113
166
$17.9M 0.23%
263,552
-11,239
167
$17.7M 0.23%
118,957
-7,095
168
$17.7M 0.23%
78,602
+4,968
169
$17.6M 0.23%
379,704
+99,353
170
$17.6M 0.23%
112,292
+7,691
171
$17.6M 0.23%
316,056
+7,871
172
$17.5M 0.23%
62,517
+588
173
$17.3M 0.22%
202,092
+13,376
174
$17.3M 0.22%
490,264
+40,630
175
$17.3M 0.22%
82,840
+2,073
5 6
7
8 9