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
276
$2.16M 0.02%
+146,271
277
$2.12M 0.02%
75,500
278
$2.11M 0.02%
126,000
+63,000
279
$2.1M 0.02%
82,403
280
$2.1M 0.02%
45,888
-10,566
281
$2.09M 0.02%
201,245
+10,660
282
$1.9M 0.02%
61,740
+12,702
283
$1.89M 0.02%
53,976
284
$1.86M 0.02%
96,741
+29,341
285
$1.83M 0.02%
90,056
+11,126
286
$1.72M 0.02%
37,832
+2,440
287
$1.68M 0.02%
52,253
+25,453
288
$1.67M 0.02%
+37,190
289
$1.65M 0.02%
13,583
-3,417
290
$1.65M 0.02%
14,982
+10,582
291
$1.59M 0.02%
27,778
+1,930
292
$1.59M 0.02%
49,900
293
$1.58M 0.02%
76,700
294
$1.57M 0.02%
67,988
-25,712
295
$1.56M 0.02%
52,400
296
$1.55M 0.02%
42,958
-9,652
297
$1.54M 0.02%
54,700
298
$1.52M 0.01%
+54,460
299
$1.52M 0.01%
+91,415
300
$1.52M 0.01%
53,478
+519
10 11
12
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