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
$9.37B
AUM Growth
-$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$50.6M
3
+$48.9M
4
ABT icon
Abbott
ABT
+$40.1M
5
WU icon
Western Union
WU
+$38M

Top Sells

1
+$129M
2
+$48.7M
3
+$48.3M
4
RTN
Raytheon Company
RTN
+$46.1M
5
TKR icon
Timken Company
TKR
+$40M

Sector Composition

1 Financials 19.12%
2 Industrials 16.72%
3 Consumer Discretionary 16.7%
4 Healthcare 10.12%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$176M 1.88%
2,874,356
-23,407
2
$169M 1.81%
3,156,933
-31,510
3
$146M 1.56%
7,641,570
+1,957,370
4
$140M 1.5%
3,327,695
+120,626
5
$140M 1.49%
2,740,381
+357,424
6
$136M 1.45%
1,990,657
+265,634
7
$128M 1.36%
4,952,442
+79,064
8
$124M 1.33%
1,761,242
-118,088
9
$124M 1.32%
2,261,445
+79,650
10
$116M 1.24%
2,571,434
+89,558
11
$114M 1.22%
7,063,530
+9,169
12
$109M 1.17%
2,982,066
-35,528
13
$109M 1.17%
2,416,114
-33,807
14
$109M 1.16%
4,319,260
+44,908
15
$106M 1.13%
1,314,993
-4,365
16
$102M 1.09%
551,623
+5,074
17
$99.2M 1.06%
804,446
+11,357
18
$97.4M 1.04%
2,118,371
+41,830
19
$97.3M 1.04%
738,196
-13,793
20
$94M 1%
1,704,188
+11,635
21
$90M 0.96%
1,863,526
-4,089
22
$85.9M 0.92%
1,491,477
-2,235,171
23
$76.2M 0.81%
1,339,617
+7,411
24
$70M 0.75%
1,522,007
-30,538
25
$69.7M 0.74%
494,249
-11,196
1
2 3 4 5