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
301
$1.21M 0.01%
95,016
-14,727
302
$1.21M 0.01%
22,159
303
$1.21M 0.01%
6,650
+700
304
$1.15M 0.01%
49,450
+4,375
305
$1.14M 0.01%
23,500
+1,925
306
$1.14M 0.01%
19,625
+425
307
$1.14M 0.01%
21,325
+3,975
308
$1.13M 0.01%
26,600
+4,050
309
$1.11M 0.01%
16,225
-925
310
$1.09M 0.01%
83,800
311
$1.07M 0.01%
113,200
+82,400
312
$1.06M 0.01%
+62,800
313
$1.06M 0.01%
96,000
+18,500
314
$1.06M 0.01%
56,400
+14,000
315
$1.05M 0.01%
19,126
-3,500
316
$1.04M 0.01%
39,900
317
$1.03M 0.01%
39,700
+100
318
$1.03M 0.01%
42,700
+4,100
319
$1.03M 0.01%
41,900
-5,100
320
$1.02M 0.01%
5,100
-1,900
321
$1.01M 0.01%
106,450
322
$1M 0.01%
30,000
+10,400
323
$1M 0.01%
85,700
324
$1M 0.01%
13,800
+2,525
325
$1M 0.01%
88,525
+3,925
11 12
13
14 15