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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.68M 0.11%
99,397
-48,781
202
$5.67M 0.11%
172,455
-121,890
203
$5.64M 0.11%
200,316
-129,808
204
$5.64M 0.11%
246,205
-521,145
205
$5.57M 0.11%
98,024
+2,523
206
$5.57M 0.11%
607,819
+109,868
207
$5.57M 0.11%
73,792
+2,812
208
$5.5M 0.11%
55,905
+9,249
209
$5.49M 0.11%
100,966
+12,869
210
$5.41M 0.11%
102,140
-121,261
211
$5.41M 0.11%
57,077
-1,185
212
$5.4M 0.11%
88,248
-37,226
213
$5.36M 0.11%
100,931
-85,336
214
$5.34M 0.11%
34,135
-1,856
215
$5.3M 0.1%
115,894
-129,293
216
$5.29M 0.1%
17,209
+16,050
217
$5.25M 0.1%
46,439
-24,915
218
$5.22M 0.1%
101,287
-987
219
$5.17M 0.1%
219,880
-171,887
220
$5.1M 0.1%
105,318
-74,422
221
$5.09M 0.1%
+106,905
222
$5.08M 0.1%
91,828
+9,569
223
$5.07M 0.1%
12,405
-12,410
224
$5M 0.1%
118,689
-65,439
225
$4.99M 0.1%
165,263
-84,233
7 8
9
10 11