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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$65.8M
3
+$63.2M
4
EAT icon
Brinker International
EAT
+$50.6M
5
FOX icon
Fox Class B
FOX
+$48.6M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.2M
4
QCOM icon
Qualcomm
QCOM
+$54.1M
5
AMAT icon
Applied Materials
AMAT
+$49.6M

Sector Composition

1 Technology 25.27%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.72%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.1M 1.3%
287,955
+4,142
2
$72.1M 1.3%
380,897
-5,352
3
$69.7M 1.25%
630,248
-62,472
4
$69.6M 1.25%
818,021
+107,349
5
$68.3M 1.23%
722,792
-15,736
6
$68.2M 1.23%
345,591
-55,658
7
$67.5M 1.21%
268,235
-10,541
8
$67.1M 1.21%
465,975
+68,009
9
$66.6M 1.2%
158,122
+5,877
10
$66.3M 1.19%
1,119,535
+1,112,109
11
$66.2M 1.19%
+141,002
12
$66M 1.19%
104,804
+26,757
13
$65.9M 1.19%
219,305
+115
14
$65.6M 1.18%
112,105
-4,475
15
$65.4M 1.18%
134,634
+34,351
16
$64M 1.15%
132,107
+13,286
17
$63.9M 1.15%
455,883
+11,578
18
$63.5M 1.14%
100,981
+8,441
19
$63.5M 1.14%
546,642
+68,194
20
$63.2M 1.14%
+287,531
21
$63.2M 1.14%
909,370
-21,421
22
$62.8M 1.13%
680,311
+77,358
23
$62.4M 1.12%
485,064
+122,825
24
$55.9M 1.01%
374,061
+11,582
25
$55M 0.99%
416,044
+382,633
1
2 3 4 5