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
$9.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$40.5M
3
+$40.1M
4
COL
Rockwell Collins
COL
+$36.9M
5
LLTC
Linear Technology Corp
LLTC
+$36.7M

Top Sells

1
+$82.1M
2
+$74.7M
3
+$54.9M
4
NWL icon
Newell Brands
NWL
+$43.7M
5
BA icon
Boeing
BA
+$40.8M

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 14.84%
3 Industrials 13.22%
4 Healthcare 11.11%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$185M 1.93%
1,486,816
+62,271
2
$178M 1.86%
2,987,716
+138,033
3
$177M 1.84%
802,383
+40,471
4
$167M 1.74%
2,221,826
-249,277
5
$151M 1.58%
4,382,351
+138,489
6
$136M 1.42%
9,662,574
+122,920
7
$135M 1.41%
5,359,607
+866,216
8
$134M 1.4%
4,165,209
+502,745
9
$133M 1.39%
1,289,347
+146,758
10
$133M 1.39%
2,038,382
+21,758
11
$131M 1.36%
1,939,819
+58,667
12
$129M 1.34%
2,399,791
+44,972
13
$121M 1.26%
11,709,143
+2,616,313
14
$115M 1.2%
1,034,286
+26,899
15
$115M 1.19%
2,206,989
-27,383
16
$114M 1.19%
2,075,680
+1,450,602
17
$114M 1.19%
3,683,689
+756,742
18
$114M 1.19%
1,888,486
+542,513
19
$105M 1.09%
2,679,824
-291,994
20
$92.7M 0.97%
3,067,443
-1,098,070
21
$92.1M 0.96%
1,497,340
+55,335
22
$90.9M 0.95%
5,446,242
+301,045
23
$90.7M 0.95%
3,855,419
+198,915
24
$90.6M 0.94%
11,640,366
+1,924,888
25
$89.6M 0.93%
1,239,860
+30,981
1
2 3 4 5