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
$10.4B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$58.7M
3
+$56.1M
4
PAYX icon
Paychex
PAYX
+$55.8M
5
QCOM icon
Qualcomm
QCOM
+$54.7M

Top Sells

1
+$62.4M
2
+$62.2M
3
+$57.9M
4
LVS icon
Las Vegas Sands
LVS
+$46.2M
5
WYNN icon
Wynn Resorts
WYNN
+$44.7M

Sector Composition

1 Financials 19.12%
2 Industrials 16.38%
3 Healthcare 11.64%
4 Technology 11.29%
5 Consumer Discretionary 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$226M 2.16%
1,766,098
-144,469
2
$209M 2%
7,898,010
-196,343
3
$188M 1.8%
4,086,199
+1,141,491
4
$179M 1.71%
479,500
-40,788
5
$177M 1.7%
5,310,331
+554,530
6
$177M 1.69%
7,339,741
+1,104,436
7
$173M 1.66%
1,356,103
-124,884
8
$146M 1.39%
1,643,987
-186,252
9
$141M 1.35%
2,063,265
-36,720
10
$136M 1.3%
1,869,051
-40,028
11
$130M 1.24%
2,695,797
+932,920
12
$130M 1.24%
1,667,686
-43,225
13
$128M 1.23%
3,382,953
-88,929
14
$127M 1.22%
2,334,327
-267,075
15
$125M 1.19%
2,167,809
-49,979
16
$122M 1.17%
1,459,577
-42,402
17
$120M 1.15%
6,404,004
+616,595
18
$114M 1.09%
5,900,706
-72,779
19
$113M 1.08%
1,046,849
-26,674
20
$113M 1.08%
2,677,634
-312,742
21
$108M 1.03%
1,445,497
+126,714
22
$106M 1.02%
2,864,433
+11,926
23
$102M 0.97%
5,414,633
+44,182
24
$97.5M 0.93%
848,680
+175,612
25
$93.9M 0.9%
518,462
-11,098
1
2 3 4 5