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
$8.74B
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$44.3M
3
+$43.6M
4
CMCSA icon
Comcast
CMCSA
+$43.4M
5
ACN icon
Accenture
ACN
+$43.1M

Top Sells

1
+$43.9M
2
+$43.4M
3
+$41.9M
4
AIG icon
American International
AIG
+$40.4M
5
UTHR icon
United Therapeutics
UTHR
+$39.3M

Sector Composition

1 Financials 19.68%
2 Industrials 14.93%
3 Technology 12.68%
4 Consumer Discretionary 11.59%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$187M 2.14%
1,434,542
-8,027
2
$186M 2.13%
6,015,059
-877,914
3
$148M 1.69%
306,011
-39,172
4
$133M 1.52%
1,164,935
-53,924
5
$127M 1.45%
2,818,199
+140,896
6
$124M 1.41%
2,013,754
-101,610
7
$123M 1.41%
2,881,399
-433,449
8
$122M 1.4%
1,410,418
-228,430
9
$117M 1.34%
1,461,833
-47,028
10
$115M 1.31%
1,538,139
-62,348
11
$111M 1.27%
5,583,002
-266,455
12
$109M 1.25%
1,348,329
-6,206
13
$106M 1.21%
4,295,165
-6,080
14
$99.8M 1.14%
1,919,296
-100,339
15
$93.2M 1.07%
929,776
-389,627
16
$91.8M 1.05%
2,368,518
-574,323
17
$91.7M 1.05%
451,362
-21,451
18
$89.2M 1.02%
838,466
-35,650
19
$87.2M 1%
721,565
-24,837
20
$84.4M 0.97%
885,426
-21,931
21
$82.5M 0.94%
3,457,336
-1,089,205
22
$82.5M 0.94%
4,777,034
+6,170
23
$82.1M 0.94%
4,162,980
-253,580
24
$80.8M 0.93%
1,513,690
+50,087
25
$73.5M 0.84%
3,019,332
-155,656
1
2 3 4 5