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
$6.21B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$38.2M
3
+$37.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$37.1M
5
ROST icon
Ross Stores
ROST
+$35.7M

Top Sells

1
+$51.7M
2
+$50M
3
+$47.9M
4
QCOM icon
Qualcomm
QCOM
+$46.1M
5
ARW icon
Arrow Electronics
ARW
+$42.6M

Sector Composition

1 Technology 19%
2 Financials 16.85%
3 Healthcare 16.41%
4 Consumer Discretionary 13.79%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.7M 1.17%
440,033
+32,599
2
$67.3M 1.08%
739,898
+69,185
3
$63.6M 1.02%
346,016
+81,875
4
$63.5M 1.02%
188,897
+6,804
5
$63.2M 1.02%
393,668
+67,083
6
$62.7M 1.01%
2,065,212
+227,636
7
$62.6M 1.01%
160,708
+32,779
8
$62.4M 1.01%
1,091,527
+221,004
9
$62.1M 1%
478,213
+107,323
10
$62M 1%
+593,500
11
$61.9M 1%
1,266,977
+234,925
12
$61.2M 0.99%
342,540
+24,622
13
$60.7M 0.98%
529,133
+92,913
14
$60.6M 0.98%
1,590,572
+116,104
15
$60M 0.97%
350,726
+28,191
16
$59.8M 0.96%
517,301
+75,633
17
$59.1M 0.95%
2,415,296
+135,188
18
$50.9M 0.82%
153,578
-9,176
19
$50.4M 0.81%
210,015
-13,411
20
$49.2M 0.79%
363,079
-38,281
21
$48.5M 0.78%
1,500,670
-171,272
22
$44.9M 0.72%
256,780
-5,565
23
$43.6M 0.7%
219,032
-42,217
24
$43.5M 0.7%
803,753
-120,672
25
$42.4M 0.68%
1,126,583
-59,694
1
2 3 4 5