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
426
$606K 0.01%
67,800
+12,800
427
$604K 0.01%
29,200
-6,800
428
$603K 0.01%
19,300
+2,250
429
$600K 0.01%
54,500
+9,100
430
$596K 0.01%
26,100
-100
431
$592K 0.01%
9,150
+725
432
$590K 0.01%
30,800
433
$588K 0.01%
13,100
+1,425
434
$584K 0.01%
20,225
+4,275
435
$583K 0.01%
113,750
+6,125
436
$574K 0.01%
9,110
+400
437
$573K 0.01%
17,975
+1,325
438
$565K 0.01%
+66,700
439
$563K 0.01%
52,400
-19,100
440
$552K 0.01%
8,275
+600
441
$547K 0.01%
31,475
-100
442
$543K 0.01%
26,800
-2,250
443
$540K 0.01%
13,050
+1,825
444
$539K 0.01%
46,231
-32,810
445
$532K 0.01%
11,675
-1,325
446
$526K 0.01%
9,125
+100
447
$525K 0.01%
+20,800
448
$516K 0.01%
27,425
+3,000
449
$508K ﹤0.01%
4,825
+200
450
$501K ﹤0.01%
15,750
+2,350
16 17
18
19 20