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
26
$86.6M 0.84%
4,661,606
+909,952
27
$86.4M 0.84%
3,576,642
+824,389
28
$85.2M 0.83%
1,108,540
-679,976
29
$84.5M 0.82%
1,032,507
+901,586
30
$84.2M 0.82%
526,433
+74,299
31
$83M 0.8%
975,855
-76,949
32
$81.7M 0.79%
+1,307,052
33
$79.1M 0.77%
+5,997,943
34
$78.6M 0.76%
1,145,148
+183,273
35
$78.4M 0.76%
2,514,789
+421,520
36
$75.1M 0.73%
2,540,394
+491,059
37
$70.9M 0.69%
4,271,202
+310,894
38
$70.7M 0.69%
2,774,774
+185,519
39
$64.8M 0.63%
926,375
-30,675
40
$61.3M 0.59%
432,555
-12,420
41
$60M 0.58%
3,242,997
+819,377
42
$57.1M 0.55%
499,885
+41,675
43
$56.8M 0.55%
1,890,530
+264,450
44
$56.7M 0.55%
2,612,789
-263,896
45
$56.7M 0.55%
1,378,845
+138,900
46
$56.6M 0.55%
463,889
-112,442
47
$56M 0.54%
+1,465,850
48
$55.3M 0.54%
497,585
+78,750
49
$55.2M 0.53%
1,655,760
+190,300
50
$55.1M 0.53%
783,945
-28,840
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