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
$7.73B
AUM Growth
-$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$66.3M
2
+$65.9M
3
+$31.6M
4
TAP icon
Molson Coors Class B
TAP
+$30.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30M

Top Sells

1
+$68.6M
2
+$64.8M
3
+$35.1M
4
BAC icon
Bank of America
BAC
+$34.2M
5
CAG icon
Conagra Brands
CAG
+$31.2M

Sector Composition

1 Technology 23.09%
2 Financials 18.75%
3 Consumer Discretionary 15.67%
4 Healthcare 11.41%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 1.35%
2,050,031
-332,461
2
$93.4M 1.21%
1,688,404
+24,847
3
$81.5M 1.05%
424,166
+26,715
4
$72.9M 0.94%
468,846
-117,911
5
$71.8M 0.93%
519,142
-73,729
6
$70M 0.91%
1,605,892
-326,293
7
$69.6M 0.9%
246,763
+2,333
8
$69.4M 0.9%
1,516,689
-170,090
9
$69.2M 0.9%
227,882
-17,547
10
$69M 0.89%
1,884,750
+100,182
11
$68.7M 0.89%
377,637
+28,151
12
$68.3M 0.88%
343,619
+7,977
13
$67.8M 0.88%
479,213
+4,770
14
$67.8M 0.88%
125,586
+1,753
15
$67.6M 0.87%
202,119
+1,989
16
$67.6M 0.87%
211,190
+819
17
$67.1M 0.87%
408,477
+2,454
18
$67M 0.87%
558,207
-186,587
19
$66.5M 0.86%
3,210,340
-76,420
20
$66.3M 0.86%
+739,163
21
$66.2M 0.86%
1,163,160
+193,320
22
$65.9M 0.85%
+585,728
23
$65.8M 0.85%
479,375
+17,732
24
$64.9M 0.84%
428,430
-24,561
25
$63.9M 0.83%
123,980
+4,879
1
2 3 4 5