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
426
$757K 0.01%
27,155
+755
427
$755K 0.01%
18,698
-19,637
428
$749K 0.01%
32,673
+5,774
429
$748K 0.01%
18,448
-708
430
$737K 0.01%
24,567
+960
431
$735K 0.01%
9,738
-238
432
$713K 0.01%
17,581
-138
433
$701K 0.01%
25,968
-295
434
$692K 0.01%
27,944
+4,005
435
$687K 0.01%
28,924
-3,082
436
$677K 0.01%
48,312
-459
437
$663K 0.01%
4,022
-91
438
$660K 0.01%
15,120
-1,444
439
$659K 0.01%
11,847
-26
440
$646K 0.01%
44,366
+528
441
$642K 0.01%
2,446
-237
442
$641K 0.01%
28,092
-3,925
443
$622K 0.01%
16,854
+680
444
$593K 0.01%
56,576
-8,422
445
$593K 0.01%
26,166
+150
446
$591K 0.01%
14,173
+1,306
447
$578K 0.01%
3,953
-357
448
$569K 0.01%
1,290
-111
449
$533K 0.01%
7,876
+113
450
$511K 0.01%
+4,130
16 17
18
19 20