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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.2M 0.16%
504,495
+54,970
177
$15.2M 0.16%
235,022
-3,461
178
$15.2M 0.16%
314,111
+22,771
179
$15.1M 0.16%
456,017
-1,113
180
$15.1M 0.16%
1,127,278
-11,019
181
$15M 0.16%
372,942
+69,463
182
$15M 0.16%
305,433
-3,302
183
$14.9M 0.16%
459,659
-4,600
184
$14.9M 0.15%
585,449
+46,141
185
$14.8M 0.15%
325,877
+10,187
186
$14.7M 0.15%
311,872
-100,988
187
$14.7M 0.15%
246,766
-12,489
188
$14.7M 0.15%
573,295
-215,302
189
$14.6M 0.15%
+542,735
190
$14.5M 0.15%
189,613
-58,087
191
$14.4M 0.15%
101,808
+2,203
192
$14.4M 0.15%
689,615
-183,410
193
$14.4M 0.15%
314,938
+1,480
194
$14.4M 0.15%
+265,377
195
$14.3M 0.15%
199,451
-54,966
196
$14.3M 0.15%
360,976
-126,294
197
$14.3M 0.15%
197,713
+23,643
198
$14.2M 0.15%
511,459
-6,291
199
$14.1M 0.15%
393,170
-113,978
200
$14.1M 0.15%
468,424
-47,570
6 7
8
9 10