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
26
$89.4M 0.88%
800,039
-126,017
27
$87.7M 0.86%
876,945
-145,592
28
$86.8M 0.85%
1,666,913
-222,949
29
$86.8M 0.85%
466,190
-39,124
30
$86.1M 0.84%
673,068
+17,567
31
$85.3M 0.83%
1,927,372
-724,430
32
$84.8M 0.83%
1,762,877
+24,312
33
$79.9M 0.78%
1,353,131
-809,680
34
$79.2M 0.77%
1,311,589
-24,349
35
$71M 0.69%
2,330,380
-173,491
36
$65.9M 0.64%
+3,861,615
37
$64.5M 0.63%
615,107
+605,674
38
$64.1M 0.63%
2,233,474
+217,030
39
$63M 0.62%
745,596
+206,938
40
$62.9M 0.62%
849,563
+203,325
41
$62.8M 0.61%
+569,497
42
$62.6M 0.61%
359,585
+61,598
43
$62.5M 0.61%
537,052
+101,549
44
$62.5M 0.61%
2,866,732
+729,608
45
$62.4M 0.61%
+1,104,786
46
$62.2M 0.61%
1,745,353
+405,633
47
$62.2M 0.61%
2,050,013
-130,013
48
$61.3M 0.6%
550,020
+133,807
49
$61.2M 0.6%
1,230,970
+286,426
50
$60.5M 0.59%
350,764
+30,816
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