WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$44.3M
3
+$43.6M
4
CMCSA icon
Comcast
CMCSA
+$43.4M
5
ACN icon
Accenture
ACN
+$43.1M

Top Sells

1
+$43.9M
2
+$43.4M
3
+$41.9M
4
AIG icon
American International
AIG
+$40.4M
5
UTHR icon
United Therapeutics
UTHR
+$39.3M

Sector Composition

1 Financials 19.68%
2 Industrials 14.93%
3 Technology 12.68%
4 Consumer Discretionary 11.59%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12M 0.14%
157,957
-4,870
202
$11.9M 0.14%
+165,882
203
$11.9M 0.14%
864,150
+159,301
204
$11.9M 0.14%
166,942
-8,204
205
$11.8M 0.14%
71,368
-16,290
206
$11.8M 0.13%
552,990
-14,930
207
$11.7M 0.13%
467,365
-165,608
208
$11.5M 0.13%
301,253
-12,172
209
$11.5M 0.13%
162,547
-52,340
210
$11.4M 0.13%
297,944
-118,150
211
$11.1M 0.13%
348,988
-10,491
212
$11.1M 0.13%
221,054
-4,555
213
$11.1M 0.13%
109,654
-4,192
214
$11M 0.13%
581,033
-18,198
215
$10.9M 0.12%
271,529
-5,587
216
$10.8M 0.12%
79,767
-21,113
217
$10.6M 0.12%
295,709
+191
218
$10.6M 0.12%
256,422
-4,988
219
$10.5M 0.12%
1,031,486
-30,906
220
$10.4M 0.12%
570,145
-17,125
221
$10.4M 0.12%
161,228
-4,985
222
$10.3M 0.12%
177,508
-4,942
223
$10.3M 0.12%
1,256,181
-36,185
224
$10.1M 0.12%
348,770
-4,685
225
$10.1M 0.12%
533,072
-17,818
7 8
9
10 11