WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.3M 0.14%
392,693
+333,436
202
$13.2M 0.14%
135,092
+7,785
203
$12.9M 0.14%
1,460,149
+14,269
204
$12.9M 0.14%
195,102
-20,020
205
$12.9M 0.14%
961,072
-35,795
206
$12.8M 0.13%
141,326
-4,985
207
$12.8M 0.13%
495,239
-832,663
208
$12.7M 0.13%
307,254
-16,867
209
$12.7M 0.13%
741,766
-48,423
210
$12.4M 0.13%
750,754
-42,800
211
$12.4M 0.13%
1,342,552
-105,803
212
$12.4M 0.13%
205,763
-22,543
213
$12.2M 0.13%
338,675
-38,450
214
$12.1M 0.13%
288,977
-28,392
215
$12.1M 0.13%
607,500
-34,628
216
$12M 0.13%
601,008
+224,668
217
$11.8M 0.12%
685,614
-59,695
218
$11.6M 0.12%
231,574
+47,340
219
$11.5M 0.12%
372,020
-17,722
220
$11.5M 0.12%
213,015
-24,205
221
$11.4M 0.12%
2,032,486
+207,451
222
$11.3M 0.12%
520,287
-12,210
223
$11.1M 0.12%
689,542
-18,043
224
$11M 0.12%
223,740
-28,775
225
$10.9M 0.11%
+2,378,061
7 8
9
10 11