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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17.2M 0.18%
657,198
-2,632
177
$17.1M 0.18%
476,902
+4,548
178
$16.9M 0.18%
664,784
-6,175
179
$16.9M 0.18%
296,312
+129,740
180
$16.4M 0.18%
513,796
+60,310
181
$16.4M 0.17%
865,953
-2,675
182
$16.2M 0.17%
1,876,605
-24,790
183
$16.2M 0.17%
227,132
-1,650
184
$16M 0.17%
318,102
+600
185
$15.9M 0.17%
1,054,273
-841,392
186
$15.8M 0.17%
461,488
+51,225
187
$15.8M 0.17%
476,989
+92,156
188
$15.5M 0.17%
271,491
-249
189
$15.4M 0.16%
373,749
-625
190
$15.3M 0.16%
+524,390
191
$15.2M 0.16%
1,369,551
+7,950
192
$14.8M 0.16%
760,213
+8,325
193
$14M 0.15%
857,584
+9,803
194
$13.9M 0.15%
613,060
-21,350
195
$13.7M 0.15%
680,528
-1,256
196
$13.3M 0.14%
279,125
+700
197
$13.2M 0.14%
311,382
-13,575
198
$13.2M 0.14%
773,654
+2,800
199
$13.2M 0.14%
95,240
-12,010
200
$13.1M 0.14%
366,042
-800
6 7
8
9 10