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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.8M 0.14%
419,645
-79
202
$13.7M 0.14%
535,554
+1,582
203
$13.7M 0.14%
588,777
-12,066
204
$13.6M 0.14%
334,679
-129,182
205
$13.5M 0.14%
218,410
-3,322
206
$13.4M 0.13%
185,653
+37,069
207
$13.3M 0.13%
407,760
-125,061
208
$13.1M 0.13%
252,083
-1,764
209
$13M 0.13%
463,411
+4,454
210
$13M 0.13%
338,578
-5,120
211
$12.9M 0.13%
446,025
-2,636
212
$12.9M 0.13%
178,352
-1,751
213
$12.8M 0.13%
387,426
-316
214
$12.8M 0.13%
431,661
+3,476
215
$12.8M 0.13%
169,914
-977
216
$12.6M 0.13%
300,467
+3,444
217
$12.4M 0.12%
1,107,823
+150,599
218
$12.4M 0.12%
520,676
-1,078
219
$12.2M 0.12%
730,799
+4,700
220
$12.1M 0.12%
188,292
-834
221
$11.8M 0.12%
683,089
+143,468
222
$11.6M 0.12%
358,796
-1,429
223
$11.6M 0.12%
+291,051
224
$11.3M 0.11%
+243,777
225
$11.2M 0.11%
175,318
-25,124
7 8
9
10 11