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
501
$354K ﹤0.01%
13,400
-600
502
$351K ﹤0.01%
70,900
-5,500
503
$349K ﹤0.01%
+31,500
504
$347K ﹤0.01%
11,500
-2,000
505
$346K ﹤0.01%
10,300
-1,400
506
$345K ﹤0.01%
19,200
507
$340K ﹤0.01%
21,400
508
$340K ﹤0.01%
7,775
+25
509
$340K ﹤0.01%
+30,500
510
$339K ﹤0.01%
9,800
-1,700
511
$337K ﹤0.01%
27,700
-6,400
512
$336K ﹤0.01%
+19,400
513
$335K ﹤0.01%
45,800
-21,800
514
$334K ﹤0.01%
5,600
515
$333K ﹤0.01%
4,375
-1,300
516
$333K ﹤0.01%
24,000
-5,100
517
$331K ﹤0.01%
11,275
-1,825
518
$331K ﹤0.01%
22,800
519
$330K ﹤0.01%
72,100
+11,800
520
$329K ﹤0.01%
11,800
-6,400
521
$329K ﹤0.01%
15,725
+1,700
522
$329K ﹤0.01%
+16,600
523
$326K ﹤0.01%
3,550
-700
524
$326K ﹤0.01%
+21,400
525
$324K ﹤0.01%
2,850
-340
19 20
21
22 23