WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$52.9M
3
+$52.8M
4
LOW icon
Lowe's Companies
LOW
+$52.4M
5
CFN
CAREFUSION CORPORATION
CFN
+$52.3M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$48M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$156M 1.8%
2,907,916
-171,649
2
$142M 1.64%
3,386,446
-720,210
3
$129M 1.48%
1,829,689
-108,918
4
$111M 1.28%
2,770,219
-675,845
5
$109M 1.25%
2,146,390
-401,183
6
$104M 1.19%
4,750,298
-690,139
7
$102M 1.18%
6,621,921
+94,940
8
$100M 1.16%
1,831,984
+88,681
9
$98.9M 1.14%
5,948,298
+187,560
10
$97.9M 1.13%
1,452,861
+360,565
11
$93.5M 1.08%
4,093,174
+1,188,201
12
$90.7M 1.05%
2,216,744
+403,305
13
$88.3M 1.02%
3,782,819
-24,445
14
$88.3M 1.02%
1,642,780
-82,230
15
$87.4M 1.01%
1,554,558
+488,763
16
$84.1M 0.97%
2,158,531
-12,730
17
$83.7M 0.97%
603,616
+70,865
18
$80.6M 0.93%
846,585
-74,986
19
$79.9M 0.92%
2,901,719
-175,095
20
$77.4M 0.89%
1,983,742
-26,205
21
$76.7M 0.88%
685,360
+176,870
22
$75.6M 0.87%
1,827,315
+79,192
23
$70.9M 0.82%
3,781,304
-435
24
$65.3M 0.75%
1,490,147
-73,200
25
$63.3M 0.73%
1,050,212
-330,526
1
2 3 4 5