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
276
$1.59M 0.02%
98,675
+20,175
277
$1.52M 0.01%
203,293
+2,525
278
$1.47M 0.01%
76,425
-2,600
279
$1.45M 0.01%
77,750
280
$1.42M 0.01%
76,600
-13,200
281
$1.4M 0.01%
226,800
-14,600
282
$1.4M 0.01%
93,000
-3,200
283
$1.39M 0.01%
56,075
284
$1.39M 0.01%
25,711
285
$1.37M 0.01%
169,162
286
$1.36M 0.01%
59,000
287
$1.36M 0.01%
39,200
-6,700
288
$1.36M 0.01%
54,946
289
$1.36M 0.01%
121,441
+24,800
290
$1.32M 0.01%
86,512
-21,500
291
$1.31M 0.01%
62,900
+20,200
292
$1.3M 0.01%
6,723
+2,156
293
$1.3M 0.01%
62,100
+19,600
294
$1.29M 0.01%
32,776
+600
295
$1.29M 0.01%
190,900
+89,700
296
$1.29M 0.01%
51,700
+3,300
297
$1.28M 0.01%
54,500
298
$1.25M 0.01%
+84,234
299
$1.22M 0.01%
35,250
+5,900
300
$1.22M 0.01%
161,700
+25,900
10 11
12
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