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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18.1M 0.19%
888,706
-68,824
177
$18M 0.19%
272,150
-14,944
178
$18M 0.19%
1,062,032
-73,598
179
$17.9M 0.19%
1,789,570
+51,150
180
$17.8M 0.19%
532,299
+49,662
181
$17.8M 0.19%
422,087
-123,859
182
$17.7M 0.19%
651,742
-37,285
183
$17.6M 0.18%
943,281
-56,741
184
$17.2M 0.18%
1,548,516
-51,985
185
$17M 0.18%
213,678
-13,667
186
$16.9M 0.18%
228,807
-14,644
187
$16.9M 0.18%
674,134
+468,834
188
$16.7M 0.18%
1,330,431
-51,381
189
$16.7M 0.18%
441,700
-9,182
190
$16.7M 0.18%
371,397
-9,167
191
$16.7M 0.18%
376,229
-12,521
192
$16.2M 0.17%
646,172
-30,198
193
$15.9M 0.17%
333,330
-18,255
194
$15.3M 0.16%
318,262
-3,154
195
$15.1M 0.16%
325,992
-33,427
196
$14.1M 0.15%
686,257
-24,609
197
$13.7M 0.14%
109,805
+5,665
198
$13.5M 0.14%
383,957
+4,942
199
$13.5M 0.14%
788,635
-633,404
200
$13.4M 0.14%
1,052,802
-39,943
6 7
8
9 10