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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.6M 0.13%
1,038,647
+249,772
202
$12.4M 0.12%
328,940
+1,400
203
$12.2M 0.12%
249,712
-18,737
204
$12.2M 0.12%
143,787
+4,850
205
$12.1M 0.12%
480,804
-45,150
206
$12.1M 0.12%
124,012
+8,075
207
$12M 0.12%
282,912
-24,960
208
$11.9M 0.12%
195,680
+8,400
209
$11.7M 0.12%
211,955
-725
210
$11.5M 0.12%
341,774
-26,375
211
$11.3M 0.11%
858,668
-72,073
212
$11.1M 0.11%
+170,544
213
$11.1M 0.11%
626,529
-60,874
214
$11.1M 0.11%
134,751
+53,998
215
$11M 0.11%
125,676
+6,515
216
$11M 0.11%
321,410
-30,125
217
$10.9M 0.11%
391,927
-37,107
218
$10.9M 0.11%
265,458
-21,325
219
$10.9M 0.11%
839,728
-55,296
220
$10.9M 0.11%
473,475
-36,443
221
$10.7M 0.11%
667,134
-58,450
222
$10.5M 0.11%
233,083
+43,300
223
$10.4M 0.1%
333,302
-30,207
224
$10.1M 0.1%
369,855
+1,980
225
$10.1M 0.1%
180,134
+32,414
7 8
9
10 11