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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.7M 0.22%
1,221,774
+6,475
177
$16.3M 0.21%
+1,422,580
178
$16.3M 0.21%
925,889
-24,717
179
$16.3M 0.21%
248,958
+24,581
180
$16.2M 0.21%
103,038
+598
181
$16.1M 0.21%
59,170
+393
182
$16.1M 0.21%
590,074
-23,121
183
$16.1M 0.21%
308,936
-14,799
184
$16M 0.21%
214,783
-5,844
185
$15.8M 0.2%
731,125
+2,521
186
$15.7M 0.2%
120,771
-5,427
187
$15.6M 0.2%
153,441
-6,311
188
$15.4M 0.2%
57,979
-1,795
189
$15.3M 0.2%
+618,285
190
$15.2M 0.2%
71,575
+49
191
$15.1M 0.2%
439,325
-13,716
192
$15.1M 0.2%
339,866
-65,423
193
$15.1M 0.2%
280,232
+25,654
194
$14.7M 0.19%
306,239
-47,469
195
$14.6M 0.19%
+201,473
196
$14.5M 0.19%
238,874
+2,616
197
$14.5M 0.19%
597,008
+5,136
198
$14.3M 0.19%
413,358
-19,708
199
$14.3M 0.18%
195,155
+1,839
200
$14.2M 0.18%
1,085,653
+88,752
6 7
8
9 10