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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.9M 0.21%
115,906
-34,692
177
$12.5M 0.2%
604,104
+113,672
178
$12.5M 0.2%
536,012
-4,768
179
$11.5M 0.18%
155,179
-49,549
180
$10.6M 0.17%
120,573
+48,351
181
$10.4M 0.17%
499,849
-2,486
182
$10.4M 0.17%
64,533
-9,534
183
$10.2M 0.16%
75,751
-999
184
$10.2M 0.16%
64,739
+80
185
$10.1M 0.16%
160,584
-4,692
186
$10M 0.16%
130,771
+12,227
187
$9.98M 0.16%
57,631
-330
188
$9.89M 0.16%
587,716
-167,673
189
$9.72M 0.16%
166,622
-156,736
190
$9.6M 0.15%
126,073
-28,482
191
$9.59M 0.15%
149,865
-69,886
192
$9.57M 0.15%
34,333
-419
193
$9.37M 0.15%
136,162
-4,215
194
$9.23M 0.15%
215,070
-29,439
195
$8.87M 0.14%
42,810
+6,158
196
$8.77M 0.14%
441,524
-183,918
197
$8.72M 0.14%
+88,576
198
$8.66M 0.14%
35,468
+4,724
199
$8.6M 0.14%
57,343
-7,710
200
$8.6M 0.14%
427,262
-98,123
6 7
8
9 10