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
351
$781K 0.01%
15,150
+1,250
352
$768K 0.01%
12,600
+625
353
$768K 0.01%
11,975
+925
354
$764K 0.01%
56,900
-24,600
355
$762K 0.01%
17,450
+1,400
356
$752K 0.01%
37,900
357
$750K 0.01%
36,500
-700
358
$750K 0.01%
+43,000
359
$749K 0.01%
17,025
-1,500
360
$745K 0.01%
40,900
361
$742K 0.01%
49,300
+8,700
362
$737K 0.01%
30,375
363
$735K 0.01%
29,700
+7,700
364
$733K 0.01%
33,400
-1,500
365
$727K 0.01%
8,475
+700
366
$724K 0.01%
+46,800
367
$721K 0.01%
56,900
368
$717K 0.01%
15,925
+150
369
$715K 0.01%
84,800
+15,900
370
$713K 0.01%
149,200
-8,600
371
$713K 0.01%
25,600
-200
372
$712K 0.01%
+43,500
373
$709K 0.01%
21,750
+1,575
374
$707K 0.01%
17,875
+2,825
375
$706K 0.01%
123,800
-700
13 14
15
16 17