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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.1M 0.18%
428,479
-7,218
202
$14.1M 0.18%
344,803
-51,303
203
$14M 0.18%
244,437
-14,614
204
$14M 0.18%
509,635
+37,411
205
$14M 0.18%
109,334
+8,601
206
$13.9M 0.18%
+500,070
207
$13.8M 0.18%
213,528
-18,889
208
$13.6M 0.18%
322,913
+5,111
209
$13.2M 0.17%
252,695
-10,715
210
$13.1M 0.17%
390,542
-23,633
211
$13M 0.17%
87,244
-11,275
212
$12.5M 0.16%
213,163
-45,106
213
$12.3M 0.16%
904,428
-51,347
214
$12.2M 0.16%
686,311
-31,785
215
$11.7M 0.15%
149,218
-2,283
216
$11.3M 0.15%
166,476
+8,274
217
$11.3M 0.15%
14,306
+1,397
218
$10.9M 0.14%
193,963
-7,367
219
$10.9M 0.14%
227,704
-7,319
220
$10.8M 0.14%
103,831
-6,967
221
$10.8M 0.14%
1,634,966
-13,211
222
$10.3M 0.13%
201,180
-10,020
223
$9.95M 0.13%
110,487
-5,528
224
$9.74M 0.13%
49,677
+12,384
225
$9.57M 0.12%
120,918
-6,054
7 8
9
10 11