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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.7M 0.17%
+5,913
177
$16.6M 0.17%
59,396
-3,646
178
$16.6M 0.17%
731,716
-61,044
179
$16.5M 0.17%
457,467
-31,027
180
$16.5M 0.17%
273,339
+15
181
$16.5M 0.17%
242,470
+6,120
182
$16M 0.16%
559,280
-46,200
183
$15.8M 0.16%
298,704
+19,403
184
$15.7M 0.16%
221,679
-87,785
185
$15.5M 0.16%
594,942
-48,325
186
$15.4M 0.15%
328,535
-30,850
187
$15.4M 0.15%
+285,210
188
$15.2M 0.15%
1,231,922
-102,750
189
$15.1M 0.15%
545,795
-42,650
190
$14.8M 0.15%
543,668
+32,111
191
$14.5M 0.15%
510,339
+155,127
192
$13.8M 0.14%
254,690
-11,580
193
$13.7M 0.14%
94,695
+1,325
194
$13.6M 0.14%
258,147
+2,965
195
$13.4M 0.13%
17,400
+3,500
196
$13.2M 0.13%
529,631
-45,359
197
$13M 0.13%
338,299
-26,409
198
$12.9M 0.13%
838,624
+97,485
199
$12.8M 0.13%
180,060
+138,449
200
$12.7M 0.13%
213,695
+1,550
6 7
8
9 10