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
476
$442K ﹤0.01%
17,328
+795
477
$441K ﹤0.01%
23,690
+1,464
478
$440K ﹤0.01%
18,200
479
$436K ﹤0.01%
24,500
480
$434K ﹤0.01%
13,287
+1,431
481
$433K ﹤0.01%
36,222
+8,868
482
$433K ﹤0.01%
+99,788
483
$432K ﹤0.01%
5,523
+114
484
$431K ﹤0.01%
18,475
+4,327
485
$424K ﹤0.01%
+33,259
486
$419K ﹤0.01%
8,768
+568
487
$416K ﹤0.01%
27,744
-1,426
488
$416K ﹤0.01%
177,732
+29,515
489
$414K ﹤0.01%
+39,392
490
$408K ﹤0.01%
11,829
+392
491
$404K ﹤0.01%
+3,201
492
$395K ﹤0.01%
18,978
+508
493
$395K ﹤0.01%
+32,523
494
$389K ﹤0.01%
10,400
495
$389K ﹤0.01%
4,086
-756
496
$384K ﹤0.01%
+24,064
497
$383K ﹤0.01%
+24,372
498
$382K ﹤0.01%
15,629
-253
499
$381K ﹤0.01%
16,100
500
$379K ﹤0.01%
46,620
+6,402
18 19
20
21 22