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
$8.77B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$44.3M
3
+$44.1M
4
CDW icon
CDW
CDW
+$43.7M
5
TSN icon
Tyson Foods
TSN
+$42.1M

Top Sells

1
+$155M
2
+$57.3M
3
+$55.6M
4
AAPL icon
Apple
AAPL
+$44.4M
5
QCOM icon
Qualcomm
QCOM
+$40.5M

Sector Composition

1 Financials 18.6%
2 Industrials 16.45%
3 Technology 11.59%
4 Healthcare 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$193M 2.2%
1,442,569
-32,827
2
$189M 2.16%
6,892,973
-278,954
3
$157M 1.79%
345,183
-59,999
4
$151M 1.72%
1,218,859
-14,983
5
$138M 1.57%
3,314,848
+793,249
6
$132M 1.5%
1,638,848
-47,166
7
$126M 1.44%
4,301,245
+7,729
8
$124M 1.41%
2,677,303
+278,637
9
$124M 1.41%
1,319,403
-165,447
10
$123M 1.4%
1,600,487
-85,803
11
$118M 1.34%
1,508,861
+177,909
12
$111M 1.27%
2,115,364
+21,178
13
$107M 1.22%
1,354,535
-49,601
14
$104M 1.18%
5,849,457
-618,201
15
$103M 1.18%
2,942,841
-99,102
16
$98.3M 1.12%
4,739,954
+558,290
17
$96.2M 1.1%
4,416,560
+1,086,489
18
$95.6M 1.09%
746,402
-22,477
19
$94.9M 1.08%
472,813
+12,221
20
$94M 1.07%
2,019,635
+42,401
21
$90.6M 1.03%
4,770,864
-152,141
22
$90.4M 1.03%
4,546,541
-712,542
23
$90.2M 1.03%
907,357
+3,035
24
$83M 0.95%
874,116
-54,701
25
$81.1M 0.92%
1,463,603
+42,013
1
2 3 4 5