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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.9M 0.16%
294,543
-4,589
177
$15.9M 0.16%
317,304
-8,322
178
$15.8M 0.16%
1,091,275
-5,940
179
$15.6M 0.16%
326,794
-15,480
180
$15.4M 0.15%
541,320
-572
181
$15.4M 0.15%
532,609
-2,767
182
$15.4M 0.15%
38,698
+77
183
$15.2M 0.15%
+301,655
184
$15.2M 0.15%
357,701
+70,461
185
$15.2M 0.15%
316,804
+3,609
186
$15.2M 0.15%
878,965
+3,010
187
$15M 0.15%
728,759
+28,429
188
$14.6M 0.15%
226,494
+2,744
189
$14.6M 0.15%
474,855
-2,818
190
$14.6M 0.15%
324,945
+47,781
191
$14.6M 0.15%
101,054
+80
192
$14.6M 0.15%
461,213
-11,360
193
$14.5M 0.15%
208,555
-118,514
194
$14.3M 0.14%
527,498
+1,743
195
$14.2M 0.14%
15,311
+756
196
$14.1M 0.14%
302,071
-16,560
197
$14.1M 0.14%
286,895
-3,110
198
$14M 0.14%
257,049
+62,796
199
$14M 0.14%
549,081
-682
200
$13.9M 0.14%
106,628
+3,689
6 7
8
9 10