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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.8M 0.14%
922,421
-12,375
202
$12.8M 0.14%
337,465
+1,115
203
$12.6M 0.13%
624,615
-54,500
204
$12.6M 0.13%
525,083
+1,799
205
$12.5M 0.13%
211,162
+20,110
206
$12M 0.13%
292,574
-7,525
207
$12M 0.13%
804,231
-21,488
208
$11.9M 0.13%
204,540
-300
209
$11.8M 0.13%
591,735
-11,100
210
$11.8M 0.13%
735,559
-9,900
211
$11.7M 0.13%
193,660
-12,560
212
$11.6M 0.12%
378,743
-1,531
213
$11.5M 0.12%
225,395
+1,385
214
$11.5M 0.12%
276,417
-2,168
215
$11.4M 0.12%
952,712
-2,850
216
$11.4M 0.12%
195,485
-408,735
217
$11.1M 0.12%
116,657
-17,190
218
$10.9M 0.12%
281,816
-1,370
219
$10.9M 0.12%
330,337
-250
220
$10.9M 0.12%
426,900
+3,675
221
$10.7M 0.11%
730,553
-9,071
222
$10.6M 0.11%
527,664
-9,900
223
$10.4M 0.11%
+363,235
224
$10.3M 0.11%
373,865
+975
225
$10.3M 0.11%
695,311
+2,555
7 8
9
10 11