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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.1M 0.15%
456,345
-1,715
202
$14M 0.15%
290,171
-94,725
203
$14M 0.15%
842,579
-4,481
204
$13.9M 0.15%
554,790
-2,625
205
$13.9M 0.14%
208,799
-68,126
206
$13.8M 0.14%
486,421
-3,250
207
$13.7M 0.14%
811,826
-2,929
208
$13.3M 0.14%
1,026,080
-427,420
209
$13.3M 0.14%
225,660
-7,365
210
$13.2M 0.14%
14,801
-514
211
$12.9M 0.13%
1,415,440
+374,619
212
$12.9M 0.13%
534,369
-4,017
213
$12.2M 0.13%
88,531
+3,909
214
$11.9M 0.12%
281,028
-3,185
215
$11.8M 0.12%
+437,116
216
$11.4M 0.12%
227,407
-4,191
217
$11.4M 0.12%
329,240
+76,670
218
$11.2M 0.12%
147,328
-341
219
$11.2M 0.12%
229,967
-2,707
220
$11.1M 0.12%
430,800
-7,205
221
$10.9M 0.11%
492,071
-15,017
222
$10.9M 0.11%
282,831
-3,570
223
$10.6M 0.11%
376,198
-1,075
224
$10.6M 0.11%
316,669
-5,798
225
$10.5M 0.11%
39,669
-849
7 8
9
10 11