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
301
$1.51M 0.01%
40,800
302
$1.5M 0.01%
103,101
+15,761
303
$1.49M 0.01%
10,817
304
$1.49M 0.01%
29,285
305
$1.48M 0.01%
13,435
-1,018
306
$1.46M 0.01%
61,856
+8,970
307
$1.44M 0.01%
65,896
308
$1.44M 0.01%
130,790
-893
309
$1.43M 0.01%
99,220
+23,820
310
$1.42M 0.01%
87,298
-4,026
311
$1.41M 0.01%
44,320
+21,120
312
$1.41M 0.01%
40,161
-6,701
313
$1.4M 0.01%
69,742
+5,291
314
$1.4M 0.01%
+45,304
315
$1.39M 0.01%
44,400
316
$1.39M 0.01%
53,289
+3,348
317
$1.38M 0.01%
3,406
+1,757
318
$1.38M 0.01%
85,800
319
$1.37M 0.01%
87,975
+74,645
320
$1.37M 0.01%
49,778
-2,397
321
$1.36M 0.01%
40,600
322
$1.34M 0.01%
147,900
323
$1.34M 0.01%
169,281
-2
324
$1.32M 0.01%
43,324
-166
325
$1.31M 0.01%
187,204
+43,971
11 12
13
14 15