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WCM
Wedge Capital Management Portfolio holdings
AUM
$6.06B
1-Year Est. Return
47.24%
This Fund
S&P 500
This Quarter
Est. Return
+1.97%
1 Year Est. Return
+47.24%
3 Year Est. Return
+138.72%
5 Year Est. Return
+177.67%
10 Year Est. Return
+528.98%
AUM
$8.31B
AUM Growth
–
Cap. Flow
+$8.39B
Cap. Flow
% of AUM
100.91%
Top 10 Holdings %
Top 10 Hldgs %
13.57%
Holding
490
New
490
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
URS
URS CORP
URS
|
+$143M |
| 2 |
Lincoln National
LNC
|
+$140M |
| 3 |
Carlisle Companies
CSL
|
+$127M |
| 4 |
Allstate
ALL
|
+$124M |
| 5 |
Brunswick
BC
|
+$112M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.22% |
| 2 | Industrials | 17.77% |
| 3 | Consumer Discretionary | 14.78% |
| 4 | Healthcare | 9.41% |
| 5 | Technology | 7.54% |
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Wedge Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Wedge Capital Management, which disclosed 490 positions worth $8.31B. Its ten largest holdings account for 14% of the portfolio.
Its largest position is URS CORP: 3,079,565 shares worth $145M.
By sector, the portfolio is most concentrated in Financials at 20% of assets, followed by Industrials and Consumer Discretionary.
- Wedge Capital Management's largest Q2 2013 buy was URS CORP: 3,079,565 shares worth $145M.
- Wedge Capital Management's ten largest holdings make up 14% of its $8.31B portfolio in Q2 2013.
- Wedge Capital Management disclosed 490 positions in Q2 2013, its first 13F filing on record.
Based on Wedge Capital Management's 13F filing for Q2 2013, filed 31 Jul 2013.