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
326
$997K 0.01%
42,000
+7,950
327
$993K 0.01%
14,854
+925
328
$984K 0.01%
33,300
329
$981K 0.01%
108,000
+2,800
330
$980K 0.01%
46,826
331
$968K 0.01%
71,440
332
$962K 0.01%
47,230
-10,075
333
$941K 0.01%
+46,136
334
$935K 0.01%
117,600
335
$927K 0.01%
62,750
+3,000
336
$911K 0.01%
42,800
+2,600
337
$906K 0.01%
20,225
+1,350
338
$895K 0.01%
92,864
-10,136
339
$890K 0.01%
5,475
+1,100
340
$886K 0.01%
256,900
341
$877K 0.01%
35,650
+4,375
342
$864K 0.01%
14,000
+1,625
343
$845K 0.01%
10,750
-525
344
$842K 0.01%
12,950
-700
345
$817K 0.01%
17,100
-300
346
$808K 0.01%
49,650
+2,775
347
$805K 0.01%
23,975
+3,550
348
$789K 0.01%
45,275
+9,650
349
$786K 0.01%
11,175
+3,450
350
$782K 0.01%
11,675
-1,400
12 13
14
15 16