WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$79.1M
3
+$73.8M
4
TOL icon
Toll Brothers
TOL
+$56M
5
GT icon
Goodyear
GT
+$52.9M

Top Sells

1
+$78.4M
2
+$53.7M
3
+$52.6M
4
ABBV icon
AbbVie
ABBV
+$52.3M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$52.2M

Sector Composition

1 Financials 21.8%
2 Consumer Discretionary 17.05%
3 Industrials 13.68%
4 Healthcare 9.11%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.3M 0.1%
284,640
-16,425
227
$9.82M 0.1%
517,018
-20,375
228
$9.8M 0.1%
361,406
-30,521
229
$9.73M 0.09%
585,107
-41,422
230
$9.69M 0.09%
99,806
-25,870
231
$9.37M 0.09%
396,195
+26,340
232
$9.36M 0.09%
632,938
-31,525
233
$9.21M 0.09%
56,875
-483,975
234
$9.1M 0.09%
126,584
-53,550
235
$9M 0.09%
304,211
-7,000
236
$8.9M 0.09%
360,240
-14,825
237
$8.89M 0.09%
138,350
-18,275
238
$8.89M 0.09%
85,890
-23,675
239
$8.88M 0.09%
86,032
-9,851
240
$8.83M 0.09%
76,939
-4,275
241
$8.77M 0.09%
250,040
-13,100
242
$8.77M 0.09%
109,875
-5,500
243
$8.66M 0.08%
163,705
-18,625
244
$8.45M 0.08%
175,172
-23,100
245
$8.43M 0.08%
187,042
+10,032
246
$8.4M 0.08%
138,836
-23,000
247
$8.38M 0.08%
97,200
-1,915
248
$8.33M 0.08%
48,860
-1,735
249
$8.28M 0.08%
65,429
+379
250
$8.19M 0.08%
238,584
-7,459
8 9
10
11 12