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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15.4M 0.14%
279,811
-15,183
202
$15.3M 0.14%
122,250
-3,788
203
$15.3M 0.14%
321,605
-13,314
204
$15.2M 0.14%
+178,823
205
$15.2M 0.14%
228,035
-10,136
206
$15.2M 0.14%
421,355
-13,087
207
$15.2M 0.14%
1,420,407
-66,547
208
$15.1M 0.14%
2,714,953
+271,913
209
$15M 0.13%
170,263
-3,882
210
$15M 0.13%
388,696
-21,519
211
$14.9M 0.13%
974,365
+49,515
212
$14.7M 0.13%
782,305
+48,278
213
$14.5M 0.13%
173,719
+1,410
214
$14.4M 0.13%
988,498
+89,029
215
$14.3M 0.13%
70,639
-11,828
216
$14.3M 0.13%
258,095
+7,013
217
$14.2M 0.13%
427,429
+19,144
218
$13.7M 0.12%
482,213
+39,246
219
$13.5M 0.12%
283,927
+899
220
$13.3M 0.12%
740,898
+24,297
221
$13.1M 0.12%
1,531,349
+86,723
222
$13M 0.12%
495,307
+19,777
223
$13M 0.12%
82,752
-25,389
224
$13M 0.12%
244,706
-21,362
225
$12.5M 0.11%
241,922
-34,742
7 8
9
10 11