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
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$52.9M
3
+$52.8M
4
LOW icon
Lowe's Companies
LOW
+$52.4M
5
CFN
CAREFUSION CORPORATION
CFN
+$52.3M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$48M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.1M 0.15%
114,865
-1,255
202
$13.1M 0.15%
360,846
+45,715
203
$12.8M 0.15%
1,053,519
+11,867
204
$12.7M 0.15%
385,724
-6,000
205
$12.6M 0.15%
754,504
-17,286
206
$12.6M 0.15%
910,775
-146,725
207
$12.5M 0.14%
751,846
+5,950
208
$12.2M 0.14%
431,933
+1,229
209
$12.1M 0.14%
796,568
-19,650
210
$12.1M 0.14%
878,829
+1,583
211
$12M 0.14%
486,579
+145,200
212
$12M 0.14%
792,178
+609,842
213
$11.9M 0.14%
277,745
+765
214
$11.6M 0.13%
545,220
+21,739
215
$11.6M 0.13%
284,861
+92,780
216
$11.3M 0.13%
242,831
+1,375
217
$11.3M 0.13%
605,045
+10,105
218
$11.2M 0.13%
311,673
-3,228
219
$11.1M 0.13%
840,952
+307,304
220
$11M 0.13%
1,174,820
+203,246
221
$10.8M 0.13%
168,725
+540
222
$10.8M 0.12%
347,470
-8,881
223
$10.7M 0.12%
249,065
+3,800
224
$10.5M 0.12%
215,780
+74,125
225
$10.2M 0.12%
419,886
-7,550
7 8
9
10 11