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
$10.3B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$93.4M
2
+$54.1M
3
+$53.1M
4
DHR icon
Danaher
DHR
+$52M
5
TGT icon
Target
TGT
+$49.2M

Top Sells

1
+$133M
2
+$72M
3
+$69M
4
ATVI
Activision Blizzard
ATVI
+$65.3M
5
AZN icon
AstraZeneca
AZN
+$51M

Sector Composition

1 Financials 20.87%
2 Industrials 14.13%
3 Consumer Discretionary 14.11%
4 Healthcare 11.89%
5 Technology 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$189M 1.83%
1,775,336
+259,868
2
$153M 1.48%
1,528,002
+313,448
3
$150M 1.45%
4,819,682
+172,770
4
$150M 1.45%
4,209,970
+653,226
5
$146M 1.41%
1,651,544
-303,657
6
$145M 1.41%
4,213,588
-158,669
7
$142M 1.37%
5,174,400
+769,355
8
$141M 1.37%
1,807,552
-114,619
9
$140M 1.36%
563,833
+63,843
10
$138M 1.34%
7,276,542
+4,909,197
11
$137M 1.33%
7,237,431
-1,831,349
12
$131M 1.27%
1,964,651
+43,980
13
$131M 1.27%
1,763,791
-46,738
14
$129M 1.25%
3,033,304
-396,872
15
$118M 1.14%
1,946,535
-93,670
16
$115M 1.12%
2,154,613
+3,454
17
$112M 1.09%
1,966,218
-154,227
18
$111M 1.08%
1,311,336
-395,708
19
$108M 1.04%
1,600,615
+577,810
20
$107M 1.03%
21,349,753
+6,784,158
21
$106M 1.03%
4,515,897
+353,023
22
$103M 1%
1,538,723
-47,990
23
$102M 0.99%
1,420,303
+56,169
24
$99.5M 0.96%
2,160,310
-58,406
25
$98.4M 0.95%
7,091,322
-1,890,744
1
2 3 4 5