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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.99M 0.14%
374,929
-190,230
177
$6.92M 0.14%
55,547
-22,724
178
$6.85M 0.14%
50,197
-22,304
179
$6.79M 0.13%
116,527
-44,625
180
$6.79M 0.13%
47,298
-53,561
181
$6.79M 0.13%
49,210
-43,862
182
$6.77M 0.13%
249,977
-194,795
183
$6.75M 0.13%
54,124
-18,498
184
$6.73M 0.13%
25,661
-10,268
185
$6.53M 0.13%
289,085
-648,489
186
$6.48M 0.13%
84,521
-116,231
187
$6.48M 0.13%
58,382
-22,366
188
$6.36M 0.13%
80,652
-15,402
189
$6.3M 0.12%
311,543
+55,383
190
$6.23M 0.12%
172,693
-85,264
191
$6.07M 0.12%
247,049
-138,981
192
$6.01M 0.12%
384,615
+51,794
193
$5.86M 0.12%
34,345
-21,536
194
$5.85M 0.12%
46,599
-3,887
195
$5.83M 0.12%
117,924
-37,167
196
$5.79M 0.11%
56,994
-9,424
197
$5.79M 0.11%
53,964
+3,681
198
$5.76M 0.11%
74,699
-37,325
199
$5.71M 0.11%
55,743
-5,610
200
$5.69M 0.11%
117,417
-101,755
6 7
8
9 10