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
401
$655K 0.01%
13,100
+1,100
402
$654K 0.01%
68,400
-82,100
403
$653K 0.01%
+38,400
404
$653K 0.01%
+25,000
405
$653K 0.01%
9,500
406
$652K 0.01%
104,075
+25,900
407
$651K 0.01%
9,350
+100
408
$649K 0.01%
62,800
-5,300
409
$648K 0.01%
38,400
+6,000
410
$643K 0.01%
41,600
-24,700
411
$642K 0.01%
38,500
+2,300
412
$642K 0.01%
61,300
+9,700
413
$631K 0.01%
32,900
+15,700
414
$625K 0.01%
87,100
+8,400
415
$622K 0.01%
18,200
416
$620K 0.01%
29,650
+8,950
417
$620K 0.01%
+69,400
418
$614K 0.01%
8,725
+2,125
419
$614K 0.01%
9,550
+1,025
420
$614K 0.01%
80,000
+18,500
421
$612K 0.01%
15,225
+3,250
422
$611K 0.01%
+14,525
423
$609K 0.01%
28,150
+1,700
424
$608K 0.01%
63,666
425
$606K 0.01%
83,900
+16,200
15 16
17
18 19