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
251
$8.17M 0.08%
147,845
-28,275
252
$8.14M 0.08%
134,068
+3,027
253
$8.13M 0.08%
436,720
-83,875
254
$7.75M 0.08%
41,671
-585
255
$7.33M 0.07%
253,433
-9,675
256
$6.58M 0.06%
142,512
+78,545
257
$6.39M 0.06%
628,209
-22,525
258
$5.98M 0.06%
214,618
-3,575
259
$5.78M 0.06%
+304,741
260
$5.68M 0.06%
211,342
-9,345
261
$5.46M 0.05%
91,613
-2,683
262
$4.64M 0.05%
78,678
-3,065
263
$4.38M 0.04%
133,768
-2,650
264
$4.27M 0.04%
217,298
-11,662
265
$4.24M 0.04%
78,974
-2,125
266
$3.68M 0.04%
179,175
-8,650
267
$3.68M 0.04%
129,109
-7,250
268
$2.08M 0.02%
88,850
+1,925
269
$1.89M 0.02%
183,475
-700
270
$1.78M 0.02%
92,400
-2,100
271
$1.73M 0.02%
65,800
-12,200
272
$1.71M 0.02%
273,900
+68,000
273
$1.66M 0.02%
79,161
+225
274
$1.65M 0.02%
369,255
-44,624
275
$1.61M 0.02%
123,600
+19,500
9 10
11
12 13