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
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$181M 1.82%
3,150,561
+57,114
2
$167M 1.68%
7,902,988
+9,978
3
$154M 1.55%
2,169,462
-507,357
4
$151M 1.51%
2,420,640
-163,426
5
$144M 1.45%
5,238,398
-12,996
6
$144M 1.44%
1,789,603
-33,703
7
$137M 1.37%
2,654,103
-425,083
8
$134M 1.34%
2,101,776
+35,038
9
$128M 1.29%
4,083,124
-2,803
10
$127M 1.27%
2,048,602
-3,960
11
$125M 1.25%
2,238,394
+96,653
12
$124M 1.25%
2,339,324
-108,628
13
$119M 1.19%
544,405
+5,656
14
$118M 1.18%
2,884,840
-11,062
15
$113M 1.14%
963,414
+464,583
16
$112M 1.12%
2,483,200
+641,541
17
$106M 1.07%
836,687
+34,991
18
$101M 1.02%
1,788,516
-24,849
19
$101M 1.01%
1,644,379
-36,823
20
$88.6M 0.89%
1,082,909
+631,634
21
$85.3M 0.86%
1,831,373
+436,864
22
$84M 0.84%
3,602,424
+104,627
23
$84M 0.84%
1,052,804
-174
24
$82.1M 0.82%
2,882,788
+14,331
25
$81.9M 0.82%
3,209,612
-124,228
1
2 3 4 5