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
376
$704K 0.01%
48,800
377
$704K 0.01%
46,600
378
$702K 0.01%
12,275
+2,000
379
$701K 0.01%
23,825
+1,725
380
$698K 0.01%
89,500
+46,500
381
$697K 0.01%
25,000
-4,800
382
$693K 0.01%
11,175
+2,525
383
$688K 0.01%
20,300
+4,450
384
$687K 0.01%
+36,900
385
$681K 0.01%
81,700
+23,500
386
$680K 0.01%
27,085
-8,200
387
$679K 0.01%
21,900
-5,100
388
$677K 0.01%
12,400
+100
389
$673K 0.01%
12,375
+2,025
390
$669K 0.01%
53,400
+10,600
391
$669K 0.01%
107,200
+2,900
392
$667K 0.01%
26,150
393
$663K 0.01%
29,400
394
$662K 0.01%
86,500
395
$661K 0.01%
7,600
+700
396
$660K 0.01%
107,800
-29,100
397
$659K 0.01%
4,375
+825
398
$658K 0.01%
17,608
-500
399
$658K 0.01%
+257,000
400
$658K 0.01%
48,600
14 15
16
17 18