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
$10.7B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$55.2M
3
+$54.9M
4
APH icon
Amphenol
APH
+$53.6M
5
SPR icon
Spirit AeroSystems
SPR
+$52.1M

Top Sells

1
+$69.5M
2
+$60M
3
+$59.9M
4
ABBV icon
AbbVie
ABBV
+$41.7M
5
GM icon
General Motors
GM
+$31.6M

Sector Composition

1 Financials 20.47%
2 Industrials 17.39%
3 Consumer Discretionary 13.42%
4 Healthcare 10.44%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$194M 1.81%
5,467,865
-304,287
2
$181M 1.68%
7,460,701
-75,354
3
$177M 1.64%
690,507
+19,668
4
$174M 1.62%
1,566,918
-210,539
5
$170M 1.58%
1,493,806
+70,264
6
$165M 1.53%
6,207,620
+260,467
7
$161M 1.5%
2,176,822
-43,140
8
$158M 1.47%
5,649,070
-982,507
9
$151M 1.4%
4,978,584
-53,419
10
$140M 1.3%
1,654,689
-56,209
11
$134M 1.25%
3,366,752
+588,327
12
$134M 1.25%
4,070,150
-71,853
13
$130M 1.21%
2,737,018
-294,362
14
$127M 1.19%
27,835,524
-1,320,889
15
$127M 1.18%
7,105,282
+2,063
16
$121M 1.13%
1,770,736
+200,295
17
$120M 1.12%
1,822,471
-72,123
18
$117M 1.09%
1,228,405
+27,161
19
$115M 1.07%
1,654,418
+128,976
20
$115M 1.07%
4,560,154
-74,844
21
$114M 1.06%
1,748,825
+185,176
22
$114M 1.06%
1,194,834
+33,016
23
$114M 1.06%
1,156,447
-159,314
24
$106M 0.98%
920,423
-275,101
25
$104M 0.97%
2,038,372
-39,999
1
2 3 4 5