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
251
$7.5M 0.07%
33,035
-8,063
252
$7.38M 0.07%
247,792
-15,567
253
$7.36M 0.07%
507,200
+475,754
254
$7.22M 0.07%
137,446
+128,688
255
$6.97M 0.07%
238,647
-48,335
256
$6.94M 0.07%
79,258
-13,910
257
$6.86M 0.07%
153,296
-6,357
258
$6.79M 0.07%
237,642
-3,093
259
$6.77M 0.07%
114,391
-8,978
260
$6.74M 0.07%
147,074
-44,792
261
$6.74M 0.07%
189,487
-15,667
262
$6.65M 0.07%
236,989
-89,461
263
$6.62M 0.06%
59,831
-2,435
264
$6.56M 0.06%
59,041
-20,756
265
$6.54M 0.06%
59,486
-16,787
266
$6.47M 0.06%
131,159
-27,130
267
$6.44M 0.06%
41,327
-8,294
268
$6.42M 0.06%
59,601
-11,207
269
$6.19M 0.06%
130,436
-9,540
270
$5.06M 0.05%
58,643
-4,144
271
$4.78M 0.05%
125,190
-8,590
272
$4.21M 0.04%
87,381
-6,012
273
$4.21M 0.04%
117,393
-7,135
274
$4.17M 0.04%
186,222
-12,537
275
$3.9M 0.04%
206,838
-652,099
9 10
11
12 13