WCM

Wedge Capital Management Portfolio holdings

AUM $5.6B
This Quarter Return
-0.41%
1 Year Return
+23.19%
3 Year Return
+97.17%
5 Year Return
+207.91%
10 Year Return
+330.87%
AUM
$5.16B
AUM Growth
-$390M
Cap. Flow
-$262M
Cap. Flow %
-5.08%
Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36

Top Buys

1
$55.7M
2
$55.6M
3
$54.3M
4
$54.1M
5
$53.9M

Top Sells

1
$69.7M
2
$65.4M
3
$64M
4
$62.8M
5
$62.4M

Sector Composition

1Technology25.04%
2Financials16.2%
3Consumer Discretionary14.07%
4Healthcare13.95%
5Industrials11.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.68M0.09% 40,077
+6,315
+19%
+$737K
$4.64M0.09% 128,802
-40,014
-24%
-$1.44M
$4.64M0.09% 68,397
-9,216
-12%
-$625K
$4.5M0.09% 48,503
+9,299
+24%
+$862K
$4.46M0.09% 48,046
-13,504
-22%
-$1.25M
$4.43M0.09% 169,423
-15,961
-9%
-$417K
$4.38M0.08% 164,287
+34,189
+26%
+$912K
$4.33M0.08% 34,999
-11,450
-25%
-$1.42M
$4.32M0.08% 48,077
+788
+2%
+$70.7K
$4.29M0.08% 24,643
-7,641
-24%
-$1.33M
$4.26M0.08% 18,275
-35
-0.2%
-$8.16K
$4.21M0.08% 18,201
+3,639
+25%
+$842K
$4.21M0.08% 27,101
+4,083
+18%
+$634K
$4.21M0.08% 39,826
+12,271
+45%
+$1.3M
$4.2M0.08% 28,510
+7,159
+34%
+$1.05M
$4.18M0.08% 32,559
-94
-0.3%
-$12.1K
$4.17M0.08% 575
+115
+25%
+$833K
$4.15M0.08%
+39,804
 New
+$4.15M
$4.13M0.08% 118,287
-21,578
-15%
-$754K
$4.03M0.08% 52,833
-321,228
-86%
-$24.5M
$4M0.08% 38,893
+6,057
+18%
+$623K
$3.91M0.08% 659,341
+15,247
+2%
+$90.4K
$3.91M0.08% 223,572
+87
+0%
+$1.52K
$3.89M0.08% 19,795
-3,912
-17%
-$770K
$3.88M0.08% 117,516
+5,607
+5%
+$185K
1 789101122