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
$8.96B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$47.7M
3
+$47.3M
4
HII icon
Huntington Ingalls Industries
HII
+$46.9M
5
INTC icon
Intel
INTC
+$46.3M

Top Sells

1
+$47M
2
+$46.9M
3
+$41.5M
4
AIZ icon
Assurant
AIZ
+$41.2M
5
CIEN icon
Ciena
CIEN
+$41M

Sector Composition

1 Financials 20.49%
2 Industrials 14.66%
3 Technology 12.79%
4 Consumer Discretionary 11.64%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.7M 0.11%
584,431
-145,636
227
$9.66M 0.11%
+331,641
228
$9.58M 0.11%
235,216
+26,334
229
$9.29M 0.1%
569,426
-11,731
230
$8.84M 0.1%
185,917
-1,243
231
$8.83M 0.1%
+218,072
232
$8.67M 0.1%
+440,915
233
$8.56M 0.1%
92,082
-3,497
234
$8.49M 0.09%
70,905
-8,931
235
$8.46M 0.09%
350,024
-5,803
236
$8.41M 0.09%
151,683
+72,018
237
$8.34M 0.09%
565,838
+143
238
$8.28M 0.09%
205,285
-3,136
239
$8.24M 0.09%
189,005
-6,109
240
$8.2M 0.09%
228,394
-63,819
241
$8.12M 0.09%
85,977
-11,015
242
$8.09M 0.09%
174,494
-20,389
243
$8.06M 0.09%
143,268
+1,215
244
$7.9M 0.09%
128,011
+3,996
245
$7.84M 0.09%
63,664
-1,129
246
$7.83M 0.09%
111,680
-5,217
247
$7.82M 0.09%
+120,065
248
$7.63M 0.09%
44,023
-11,243
249
$7.61M 0.08%
104,937
-6,108
250
$7.55M 0.08%
352,443
+2,806
8 9
10
11 12