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
$5.64B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$67.5M
3
+$64.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$63.2M
5
HPQ icon
HP
HPQ
+$62.7M

Top Sells

1
+$87.7M
2
+$51M
3
+$44.2M
4
ALLY icon
Ally Financial
ALLY
+$43.6M
5
RL icon
Ralph Lauren
RL
+$42.2M

Sector Composition

1 Technology 26.84%
2 Financials 16.14%
3 Consumer Discretionary 15.8%
4 Healthcare 12.56%
5 Industrials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$963K 0.02%
278,215
+39,284
402
$937K 0.02%
63,799
+942
403
$936K 0.02%
28,476
+1,083
404
$931K 0.02%
29,002
-250
405
$906K 0.02%
24,495
-581,761
406
$878K 0.02%
40,199
+4,004
407
$874K 0.02%
4,323
-402
408
$871K 0.02%
18,253
-415
409
$869K 0.02%
38,130
+5,470
410
$867K 0.02%
23,152
-153
411
$866K 0.02%
38,985
-248
412
$865K 0.02%
28,785
-3,429
413
$857K 0.02%
13,638
+13
414
$847K 0.02%
5,612
+30
415
$846K 0.02%
25,411
-77
416
$845K 0.02%
40,660
-39,603
417
$832K 0.01%
177,017
+8,633
418
$824K 0.01%
36,720
-3,856
419
$813K 0.01%
70,409
+1,105
420
$800K 0.01%
6,951
+306
421
$800K 0.01%
41,024
+16,431
422
$786K 0.01%
96,038
+2,943
423
$786K 0.01%
22,367
-3,199
424
$779K 0.01%
17,380
+6,601
425
$767K 0.01%
847
-3
15 16
17
18 19