WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.53M0.18% 108,079
-7,245
-6%
-$639K
$9.51M0.18% 86,425
-4,830
-5%
-$531K
$9.47M0.18% 94,638
+15,460
+20%
+$1.55M
$9.47M0.18% 30,198
-1,290
-4%
-$404K
$9.46M0.18% 100,559
-11,059
-10%
-$1.04M
$9.4M0.18% 216,125
+5,729
+3%
+$249K
$9.18M0.18% 34,841
-3,144
-8%
-$828K
$9.08M0.18% 389,796
+5,345
+1%
+$125K
$8.58M0.17% 35,215
+379
+1%
+$92.4K
$8.56M0.17% 29,025
+3,963
+16%
+$1.17M
$8.22M0.16% 178,616
+24,510
+16%
+$1.13M
$8.19M0.16% 192,408
-61,022
-24%
-$2.6M
$8.15M0.16% 43,395
+3,092
+8%
+$581K
$7.49M0.15% 356,433
-4,262
-1%
-$89.6K
$7.27M0.14% 58,219
+9,054
+18%
+$1.13M
$7.13M0.14% 99,936
-38,012
-28%
-$2.71M
$7M0.14%
+112,737
 New
+$7M
$6.89M0.13% 171,780
-37,097
-18%
-$1.49M
$6.63M0.13% 41,464
-259
-0.6%
-$41.4K
$6.58M0.13% 48,699
+1,457
+3%
+$197K
$6.55M0.13% 93,786
-8,331
-8%
-$582K
$6.52M0.13% 62,198
+806
+1%
+$84.5K
$6.4M0.12% 69,544
+10,807
+18%
+$994K
$6.37M0.12% 81,494
+5,575
+7%
+$436K
$6.33M0.12% 31,970
+2,844
+10%
+$563K
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