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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.65M 0.17%
105,666
+519
152
$9.46M 0.17%
47,026
-593
153
$9.4M 0.17%
55,188
-11,151
154
$9.34M 0.17%
18,464
-94
155
$9.32M 0.17%
34,627
-5,084
156
$9.31M 0.17%
253,430
-1,388
157
$9.26M 0.17%
77,166
-8,257
158
$9.08M 0.16%
79,178
+5,512
159
$8.74M 0.16%
167,686
-3,909
160
$8.7M 0.16%
24,236
+1,484
161
$8.33M 0.15%
360,695
-45,729
162
$7.8M 0.14%
61,392
-371
163
$7.77M 0.14%
176,962
+24,454
164
$7.68M 0.14%
208,877
+3,306
165
$7.64M 0.14%
154,106
-22,191
166
$7.52M 0.14%
81,408
-407
167
$7.27M 0.13%
+25,062
168
$7.23M 0.13%
40,303
+12,163
169
$7.18M 0.13%
189,371
+19,229
170
$7.15M 0.13%
78,677
-7,082
171
$7.03M 0.13%
49,165
-3,705
172
$6.84M 0.12%
41,723
+1,031
173
$6.6M 0.12%
102,117
-16,168
174
$6.56M 0.12%
29,126
-6,687
175
$6.53M 0.12%
53,826
-483
5 6
7
8 9