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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.51M 0.19%
90,081
-22,286
152
$9.19M 0.18%
70,199
+117
153
$8.99M 0.18%
91,800
-47,656
154
$8.97M 0.18%
28,384
-39
155
$8.95M 0.18%
281,995
-117,031
156
$8.85M 0.18%
58,087
+59
157
$8.77M 0.17%
17,395
-1,175
158
$8.53M 0.17%
116,788
-35,344
159
$8.44M 0.17%
125,319
-104,419
160
$8.23M 0.16%
65,439
-63,462
161
$8.21M 0.16%
41,019
-14,462
162
$8.19M 0.16%
153,965
+15,666
163
$8.16M 0.16%
40,069
-4,512
164
$8M 0.16%
377,064
-237,374
165
$7.85M 0.16%
148,878
-41,831
166
$7.81M 0.15%
37,559
-6,241
167
$7.67M 0.15%
321,733
-253,808
168
$7.66M 0.15%
192,903
-158,800
169
$7.6M 0.15%
60,888
-9,892
170
$7.43M 0.15%
87,241
-40,897
171
$7.31M 0.14%
47,628
-17,582
172
$7.27M 0.14%
205,066
-67,378
173
$7.2M 0.14%
76,052
-35,375
174
$7.2M 0.14%
149,765
-42,859
175
$7.06M 0.14%
133,852
-38,115
5 6
7
8 9