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
$11.2B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.7M
3
+$46.3M
4
MDT icon
Medtronic
MDT
+$46M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$45.6M

Top Sells

1
+$56.9M
2
+$52.7M
3
+$51.6M
4
MSI icon
Motorola Solutions
MSI
+$50M
5
UNH icon
UnitedHealth
UNH
+$49.5M

Sector Composition

1 Financials 20.7%
2 Industrials 16.85%
3 Consumer Discretionary 12.86%
4 Healthcare 10.94%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$216M 1.94%
6,975,111
+1,507,246
2
$213M 1.91%
7,297,268
-163,433
3
$209M 1.87%
1,844,034
+277,116
4
$187M 1.68%
682,673
-7,834
5
$180M 1.62%
5,808,296
-399,324
6
$180M 1.61%
5,619,127
-29,943
7
$176M 1.58%
1,502,165
+8,359
8
$174M 1.56%
2,135,945
-40,877
9
$172M 1.54%
5,344,429
+365,845
10
$143M 1.28%
2,739,988
+2,970
11
$141M 1.26%
1,651,909
-2,780
12
$136M 1.22%
2,656,364
-710,388
13
$133M 1.19%
6,176,425
-928,857
14
$132M 1.18%
31,579,597
+3,744,073
15
$131M 1.17%
3,472,910
-597,240
16
$129M 1.15%
1,963,255
+308,837
17
$128M 1.15%
1,725,983
-44,753
18
$126M 1.13%
1,870,924
+48,453
19
$122M 1.09%
1,209,618
+14,784
20
$118M 1.06%
2,237,852
+199,480
21
$116M 1.04%
960,735
+40,312
22
$114M 1.02%
1,597,963
-150,862
23
$112M 1.01%
1,187,308
-41,097
24
$112M 1.01%
2,097,875
-3,157
25
$109M 0.98%
796,843
+5,049
1
2 3 4 5