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
376
$858K 0.01%
73,360
-5,150
377
$857K 0.01%
+88,360
378
$856K 0.01%
58,000
+4,541
379
$851K 0.01%
47,038
+4,322
380
$848K 0.01%
8,596
+312
381
$833K 0.01%
+45,394
382
$832K 0.01%
23,300
383
$826K 0.01%
84,850
-1,242
384
$822K 0.01%
31,728
385
$817K 0.01%
25,838
+12,638
386
$817K 0.01%
+28,135
387
$805K 0.01%
19,366
388
$805K 0.01%
15,247
+656
389
$803K 0.01%
51,000
390
$802K 0.01%
64,247
391
$801K 0.01%
27,656
392
$800K 0.01%
16,972
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393
$792K 0.01%
63,436
-27,281
394
$785K 0.01%
27,641
-12,976
395
$785K 0.01%
26,800
396
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5,208
-466
397
$775K 0.01%
5,943
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398
$772K 0.01%
+78,056
399
$772K 0.01%
16,791
-1,036
400
$771K 0.01%
11,650
+944
14 15
16
17 18