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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$64.8M
3
+$31.9M
4
WU icon
Western Union
WU
+$30.8M
5
POST icon
Post Holdings
POST
+$27.9M

Top Sells

1
+$76.7M
2
+$66M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.35%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.3M 1.51%
2,780,810
-459,540
2
$74.2M 1.47%
2,725,139
+2,528,754
3
$73.5M 1.45%
313,546
-24,301
4
$72M 1.42%
420,357
-26,304
5
$71.7M 1.42%
1,221,956
+110,381
6
$71.6M 1.41%
208,393
-12,331
7
$71.3M 1.41%
139,534
-27,935
8
$71M 1.4%
278,109
-41,590
9
$71M 1.4%
839,975
+21,941
10
$70.9M 1.4%
1,541,532
-277,616
11
$70.4M 1.39%
643,913
-91,989
12
$69.6M 1.38%
603,798
-54,081
13
$68M 1.34%
491,096
-63,994
14
$66.6M 1.32%
716,915
-138,605
15
$66.5M 1.31%
144,887
-31,659
16
$64.8M 1.28%
+1,033,840
17
$45.2M 0.89%
1,694,812
-66,028
18
$41.5M 0.82%
1,005,203
-235,814
19
$39.9M 0.79%
139,559
-15,973
20
$38.8M 0.77%
143,028
+14,588
21
$38.6M 0.76%
116,603
+20,749
22
$38M 0.75%
111,117
+6,122
23
$37.1M 0.73%
222,065
+9,063
24
$36.7M 0.73%
6,154
+846
25
$36.6M 0.72%
743,537
-36,723
1
2 3 4 5