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
401
$768K 0.01%
13,760
+380
402
$767K 0.01%
+25,696
403
$765K 0.01%
14,279
+831
404
$764K 0.01%
19,100
405
$761K 0.01%
+130,474
406
$756K 0.01%
23,721
-2,045
407
$755K 0.01%
8,936
+3,761
408
$749K 0.01%
17,467
+70
409
$747K 0.01%
42,300
410
$738K 0.01%
17,493
-10,044
411
$737K 0.01%
179,800
412
$734K 0.01%
+58,175
413
$727K 0.01%
83,100
414
$727K 0.01%
2,357
-192
415
$725K 0.01%
13,515
+998
416
$723K 0.01%
83,100
417
$717K 0.01%
102,315
418
$711K 0.01%
28,900
419
$707K 0.01%
+93,645
420
$706K 0.01%
329
421
$702K 0.01%
23,085
-2,049
422
$701K 0.01%
55,100
423
$699K 0.01%
11,429
-715
424
$697K 0.01%
18,846
-1,148,583
425
$697K 0.01%
+50,353
15 16
17
18 19