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
$8.96B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$47.7M
3
+$47.3M
4
HII icon
Huntington Ingalls Industries
HII
+$46.9M
5
INTC icon
Intel
INTC
+$46.3M

Top Sells

1
+$47M
2
+$46.9M
3
+$41.5M
4
AIZ icon
Assurant
AIZ
+$41.2M
5
CIEN icon
Ciena
CIEN
+$41M

Sector Composition

1 Financials 20.49%
2 Industrials 14.66%
3 Technology 12.79%
4 Consumer Discretionary 11.64%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.8M 0.71%
2,059,994
+127,542
27
$63.7M 0.71%
486,049
-314,287
28
$61.6M 0.69%
478,030
-128,085
29
$60.5M 0.68%
5,550,503
+922,071
30
$59.8M 0.67%
883,050
-42,439
31
$59.3M 0.66%
4,438,343
+187,724
32
$59M 0.66%
144,124
+17,171
33
$57.6M 0.64%
1,276,546
+77,673
34
$56.4M 0.63%
1,842,784
-98,319
35
$54.4M 0.61%
686,867
-106,932
36
$54.1M 0.6%
969,885
+47,425
37
$53.4M 0.6%
1,738,061
-100,010
38
$50.6M 0.56%
+1,208,588
39
$50.3M 0.56%
685,416
+650,360
40
$49.2M 0.55%
785,599
-39,441
41
$48M 0.54%
227,856
-8,804
42
$47.8M 0.53%
303,178
-41,957
43
$47.3M 0.53%
+391,637
44
$47.3M 0.53%
126,121
-14,071
45
$46.9M 0.52%
639,560
-14,311
46
$46.9M 0.52%
783,465
+774,400
47
$46.9M 0.52%
+186,781
48
$46.7M 0.52%
176,207
-33,972
49
$46.6M 0.52%
784,087
+199,720
50
$46.2M 0.52%
134,336
+10,132
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2
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