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
426
$693K 0.01%
12,102
-2,696
427
$693K 0.01%
6,450
-265,658
428
$690K 0.01%
25,270
+2,166
429
$681K 0.01%
58,500
430
$673K 0.01%
+199,094
431
$658K 0.01%
59,000
432
$657K 0.01%
41,200
433
$645K 0.01%
28,182
434
$630K 0.01%
17,903
+2,691
435
$620K 0.01%
7,300
+440
436
$617K 0.01%
13,462
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437
$614K 0.01%
14,327
-2,615
438
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12,515
+1,087
439
$606K 0.01%
51,500
440
$603K 0.01%
7,198
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441
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3,113
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442
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443
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24,056
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444
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13,153
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77,153
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446
$565K 0.01%
8,069
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447
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13,296
-2,860
448
$559K 0.01%
46,506
+8,696
449
$557K 0.01%
92,099
450
$552K 0.01%
5,841
-60
16 17
18
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