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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$55.3M
3
+$47.8M
4
SYK icon
Stryker
SYK
+$47.2M
5
RCL icon
Royal Caribbean
RCL
+$40.7M

Top Sells

1
+$67M
2
+$63M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$53.6M
5
TDG icon
TransDigm Group
TDG
+$49.2M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$167M 1.75%
3,287,754
+11,791
2
$165M 1.74%
2,923,838
+34,888
3
$144M 1.52%
3,067,458
+88,541
4
$139M 1.46%
3,067,459
+256,400
5
$136M 1.43%
5,845,056
+1,711,256
6
$127M 1.33%
1,596,044
-37,271
7
$124M 1.31%
4,854,572
-500,269
8
$118M 1.24%
2,427,720
+340,796
9
$116M 1.22%
6,992,671
+677,909
10
$114M 1.2%
2,084,670
+54,081
11
$109M 1.15%
1,752,998
+24,924
12
$109M 1.15%
2,529,666
+40,796
13
$108M 1.14%
4,247,687
+50,422
14
$102M 1.07%
549,974
-265,794
15
$101M 1.06%
3,049,878
-12,373
16
$100M 1.05%
1,911,105
+521,555
17
$100M 1.05%
813,074
-20,952
18
$100M 1.05%
2,488,321
+679,721
19
$96.7M 1.02%
797,189
+20,091
20
$93.4M 0.98%
2,058,782
+60,642
21
$90.3M 0.95%
1,677,638
+16,383
22
$89.9M 0.94%
879,345
-524,088
23
$85.7M 0.9%
1,363,231
+391,719
24
$84.8M 0.89%
1,865,106
+265,962
25
$80.2M 0.84%
1,955,527
+54,355
1
2 3 4 5