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
351
$1.03M 0.01%
38,912
+5,952
352
$1.03M 0.01%
15,770
-610
353
$1.02M 0.01%
116,308
+24,457
354
$1.01M 0.01%
45,500
355
$1M 0.01%
7,301
+339
356
$1M 0.01%
66,367
+18,867
357
$996K 0.01%
59,681
358
$996K 0.01%
12,171
+17
359
$992K 0.01%
31,300
360
$987K 0.01%
137,126
361
$979K 0.01%
14,313
-6,495
362
$972K 0.01%
+928
363
$971K 0.01%
75,000
364
$966K 0.01%
16,715
365
$953K 0.01%
4,900
366
$941K 0.01%
8,767
+843
367
$941K 0.01%
18,200
+2,614
368
$924K 0.01%
46,385
+2,361
369
$917K 0.01%
28,715
-2,598
370
$912K 0.01%
15,966
+1,815
371
$904K 0.01%
168,954
+92,045
372
$881K 0.01%
38,868
-7,258
373
$871K 0.01%
9,583
+935
374
$861K 0.01%
+87,429
375
$861K 0.01%
16,340
+1,489
13 14
15
16 17