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
301
$2.17M 0.04%
36,493
-35,603
302
$2.17M 0.04%
17,822
+502
303
$2.15M 0.04%
112,861
+17,781
304
$2.15M 0.04%
42,292
-40,342
305
$2.03M 0.04%
94,228
-86
306
$2.02M 0.04%
40,598
+1,495
307
$2.01M 0.04%
19,374
+1,903
308
$2M 0.04%
38,616
+15,355
309
$1.98M 0.04%
104,940
-27,588
310
$1.97M 0.03%
56,894
+9,303
311
$1.92M 0.03%
102,594
+480
312
$1.91M 0.03%
57,079
+4,102
313
$1.89M 0.03%
+64,752
314
$1.87M 0.03%
93,799
-753
315
$1.87M 0.03%
23,781
-387
316
$1.86M 0.03%
10,952
+57
317
$1.86M 0.03%
4,787
-3,665
318
$1.86M 0.03%
159,778
+37,180
319
$1.85M 0.03%
11,129
-10,826
320
$1.85M 0.03%
90,069
-17,588
321
$1.82M 0.03%
32,346
-221
322
$1.8M 0.03%
78,774
+9,309
323
$1.78M 0.03%
47,737
-13,204
324
$1.76M 0.03%
24,777
-24,883
325
$1.75M 0.03%
37,056
+4,685
11 12
13
14 15