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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.57M 0.14%
769,787
+2,697
202
$8.51M 0.14%
96,926
-3,472
203
$8.48M 0.14%
+234,726
204
$8.35M 0.13%
142,993
-169,731
205
$8.14M 0.13%
343,670
-7,272
206
$8.1M 0.13%
12,371
-38
207
$8.05M 0.13%
94,033
-1,397
208
$7.96M 0.13%
640,516
+100,664
209
$7.93M 0.13%
234,344
-26,715
210
$7.89M 0.13%
149,446
-4,770
211
$7.81M 0.13%
157,268
-10,979
212
$7.77M 0.13%
168,640
-42,482
213
$7.77M 0.13%
595,232
-38,231
214
$7.69M 0.12%
53,877
+9,660
215
$7.6M 0.12%
225,229
+103,133
216
$7.57M 0.12%
136,256
+32
217
$7.53M 0.12%
195,850
-4,711
218
$7.34M 0.12%
108,310
+21,639
219
$7.33M 0.12%
177,445
-16,559
220
$7.29M 0.12%
136,410
+2,489
221
$7.28M 0.12%
237,464
-12,183
222
$7.26M 0.12%
+76,659
223
$7.2M 0.12%
148,720
+3,795
224
$7.12M 0.11%
13,437
+69
225
$7.03M 0.11%
145,632
-17,612
7 8
9
10 11