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
$9.96B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$63.7M
3
+$60.7M
4
EQT icon
EQT Corp
EQT
+$60M
5
LRCX icon
Lam Research
LRCX
+$46.3M

Top Sells

1
+$65.6M
2
+$64.8M
3
+$50.7M
4
GILD icon
Gilead Sciences
GILD
+$47.8M
5
LLTC
Linear Technology Corp
LLTC
+$42.4M

Sector Composition

1 Financials 20.11%
2 Consumer Discretionary 14.38%
3 Industrials 14.24%
4 Healthcare 12.51%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$187M 1.88%
1,515,468
+58,682
2
$153M 1.54%
1,214,554
-45,433
3
$146M 1.47%
1,922,171
-229,591
4
$145M 1.45%
499,990
-44,534
5
$141M 1.42%
9,068,780
-470,252
6
$141M 1.42%
4,646,912
+558,467
7
$141M 1.41%
1,955,201
-102,595
8
$141M 1.41%
3,556,744
+1,516,904
9
$139M 1.39%
1,707,044
-247,499
10
$133M 1.34%
2,031,189
+54,885
11
$133M 1.33%
4,372,257
-154,512
12
$127M 1.28%
1,920,671
+403,140
13
$125M 1.26%
1,810,529
-83,507
14
$125M 1.25%
3,430,176
-653,766
15
$122M 1.23%
2,151,159
-198,159
16
$121M 1.22%
2,040,205
-74,289
17
$120M 1.21%
4,405,045
+615,449
18
$119M 1.2%
8,982,066
-2,597,853
19
$107M 1.08%
1,364,134
-42,773
20
$107M 1.07%
2,120,445
-78,664
21
$107M 1.07%
4,162,874
-143,064
22
$106M 1.06%
5,170,720
-225,261
23
$104M 1.04%
1,586,713
-60,054
24
$103M 1.03%
883,673
-128,633
25
$100M 1.01%
2,218,716
-86,854
1
2 3 4 5