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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.22M 0.09%
58,133
+5,729
202
$5.19M 0.09%
141,453
-19,052
203
$4.99M 0.09%
32,284
-7,103
204
$4.97M 0.09%
75,283
+5,094
205
$4.97M 0.09%
48,261
-746
206
$4.95M 0.09%
+47,933
207
$4.87M 0.09%
61,704
-1,481
208
$4.86M 0.09%
328,792
+90,424
209
$4.85M 0.09%
21,275
-1,510
210
$4.83M 0.09%
118,595
-10,554
211
$4.74M 0.09%
11,183
-145
212
$4.72M 0.09%
46,449
-578
213
$4.69M 0.08%
22,312
-320
214
$4.68M 0.08%
193,228
-1,186
215
$4.6M 0.08%
33,762
-3,395
216
$4.53M 0.08%
47,289
-17,418
217
$4.52M 0.08%
18,310
-338
218
$4.46M 0.08%
224,694
-990
219
$4.46M 0.08%
644,094
-1,138
220
$4.44M 0.08%
56,837
-361
221
$4.35M 0.08%
32,393
222
$4.34M 0.08%
57,241
+5,744
223
$4.25M 0.08%
56,218
-444
224
$4.23M 0.08%
52,392
-4,177
225
$4.21M 0.08%
178,514
-31,176
7 8
9
10 11