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
451
$509K 0.01%
4,119
-362
452
$478K 0.01%
73,987
+5,645
453
$457K 0.01%
822
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454
$442K 0.01%
1,719
-10
455
$433K 0.01%
2,767
-159
456
$421K 0.01%
2,550
+14
457
$417K 0.01%
10,497
-1,057
458
$417K 0.01%
2,105
-144
459
$415K 0.01%
2,940
-57
460
$367K 0.01%
664
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461
$364K 0.01%
7,664
-97
462
$332K 0.01%
3,345
-240
463
$319K 0.01%
405
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464
$318K 0.01%
3,064
-316
465
$306K 0.01%
1,771
-9
466
$298K 0.01%
1,193
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467
$293K 0.01%
7,483
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468
$288K 0.01%
866
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469
$265K ﹤0.01%
67
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470
$250K ﹤0.01%
1,173
-162
471
$250K ﹤0.01%
2,274
-306
472
$245K ﹤0.01%
2,445
-339
473
$243K ﹤0.01%
779
-81
474
$231K ﹤0.01%
2,018
-135
475
$230K ﹤0.01%
+1,356
17 18
19
20 21