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
326
$1.3M 0.01%
39,318
327
$1.28M 0.01%
84,822
328
$1.28M 0.01%
3,999
-41,433
329
$1.26M 0.01%
33,089
-4,164
330
$1.25M 0.01%
11,465
+1,720
331
$1.24M 0.01%
+48,006
332
$1.24M 0.01%
150,000
333
$1.22M 0.01%
24,400
334
$1.22M 0.01%
70,302
+19,602
335
$1.21M 0.01%
82,728
-5,722
336
$1.19M 0.01%
80,130
+56,671
337
$1.18M 0.01%
37,042
+3,238
338
$1.15M 0.01%
69,829
+30,829
339
$1.13M 0.01%
+154,395
340
$1.12M 0.01%
14,747
+1,586
341
$1.12M 0.01%
33,900
342
$1.11M 0.01%
51,597
343
$1.1M 0.01%
28,255
+8,893
344
$1.1M 0.01%
84,943
-5,633
345
$1.09M 0.01%
77,700
+6,478
346
$1.07M 0.01%
72,000
347
$1.05M 0.01%
23,900
348
$1.05M 0.01%
50,091
349
$1.04M 0.01%
22,400
-1,088,304
350
$1.03M 0.01%
23,579
+3,030
12 13
14
15 16