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
$10.2B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$116M
3
+$108M
4
FE icon
FirstEnergy
FE
+$90.1M
5
OPTU
Optimum Communications Inc
OPTU
+$65.9M

Top Sells

1
+$174M
2
+$137M
3
+$60.5M
4
AAPL icon
Apple
AAPL
+$50.4M
5
LMT icon
Lockheed Martin
LMT
+$49.6M

Sector Composition

1 Financials 19.69%
2 Industrials 16.12%
3 Consumer Discretionary 11.5%
4 Technology 11.08%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.2M 0.11%
161,126
-4,681
227
$11.1M 0.11%
275,524
-16,964
228
$11.1M 0.11%
175,256
-7,050
229
$11.1M 0.11%
182,183
-24,290
230
$10.9M 0.11%
862,862
-52,270
231
$10.8M 0.11%
653,805
-40,028
232
$10.7M 0.11%
179,880
-3,696
233
$10.7M 0.11%
+231,941
234
$10.7M 0.11%
198,201
-33,526
235
$10.7M 0.1%
352,618
-64,595
236
$10.4M 0.1%
225,506
-13,811
237
$10.1M 0.1%
257,390
-6,063
238
$10.1M 0.1%
245,968
-16,717
239
$10M 0.1%
403,846
+180,053
240
$9.95M 0.1%
212,910
+4,070
241
$9.71M 0.1%
+236,877
242
$9.65M 0.09%
314,279
-59,727
243
$9.63M 0.09%
621,736
-41,304
244
$9.51M 0.09%
372,743
-22,219
245
$9.44M 0.09%
529,609
-40,934
246
$8.75M 0.09%
177,843
-6,343
247
$8.64M 0.08%
687,220
+619
248
$8.62M 0.08%
126,277
-141,137
249
$7.96M 0.08%
344,755
-19,905
250
$7.92M 0.08%
135,839
-31,575
8 9
10
11 12