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
451
$552K 0.01%
24,212
+1,366
452
$551K 0.01%
13,713
453
$539K 0.01%
21,949
454
$537K 0.01%
2,764
+136
455
$533K 0.01%
8,846
-486
456
$526K 0.01%
11,058
-1,834
457
$518K 0.01%
33,435
-400
458
$512K 0.01%
98,602
459
$509K 0.01%
+6,732
460
$505K ﹤0.01%
6,048
+276
461
$493K ﹤0.01%
35,718
-3,164
462
$489K ﹤0.01%
17,983
+1,099
463
$488K ﹤0.01%
28,185
-11,524
464
$487K ﹤0.01%
16,230
-2,095
465
$481K ﹤0.01%
2,852
+73
466
$473K ﹤0.01%
25,000
467
$469K ﹤0.01%
9,000
468
$467K ﹤0.01%
63,800
469
$463K ﹤0.01%
8,916
+56
470
$458K ﹤0.01%
9,740
+71
471
$453K ﹤0.01%
5,031
-487
472
$452K ﹤0.01%
17,200
473
$445K ﹤0.01%
74,800
474
$445K ﹤0.01%
15,071
-4,945
475
$444K ﹤0.01%
16,845
+429
17 18
19
20 21