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
$5.64B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$67.5M
3
+$64.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$63.2M
5
HPQ icon
HP
HPQ
+$62.7M

Top Sells

1
+$87.7M
2
+$51M
3
+$44.2M
4
ALLY icon
Ally Financial
ALLY
+$43.6M
5
RL icon
Ralph Lauren
RL
+$42.2M

Sector Composition

1 Technology 26.84%
2 Financials 16.14%
3 Consumer Discretionary 15.8%
4 Healthcare 12.56%
5 Industrials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.59M 0.06%
31,146
+5,252
252
$3.53M 0.06%
23,177
-11,132
253
$3.43M 0.06%
67,889
-20,551
254
$3.37M 0.06%
66,041
-1,203
255
$3.37M 0.06%
97,113
-24,401
256
$3.31M 0.06%
+74,580
257
$3.27M 0.06%
315,982
-67,621
258
$3.27M 0.06%
17,706
+177
259
$3.26M 0.06%
+88,118
260
$3.24M 0.06%
127,671
-69,536
261
$3.23M 0.06%
63,056
-1,471
262
$3.21M 0.06%
51,291
+1,961
263
$3.19M 0.06%
96,161
-18,333
264
$3.15M 0.06%
59,531
-57,409
265
$3.15M 0.06%
14,769
-16,498
266
$3.08M 0.05%
406
-6
267
$3.08M 0.05%
136,985
+11,397
268
$3.07M 0.05%
8,053
+121
269
$3.03M 0.05%
4,008
-92
270
$2.95M 0.05%
6,866
+410
271
$2.94M 0.05%
74,322
-17,356
272
$2.9M 0.05%
182,739
+14,987
273
$2.9M 0.05%
36,683
-7,699
274
$2.89M 0.05%
70,760
-9,580
275
$2.89M 0.05%
+12,916
9 10
11
12 13