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
501
$375K ﹤0.01%
+14,413
502
$372K ﹤0.01%
29,775
503
$371K ﹤0.01%
1,238
-522
504
$368K ﹤0.01%
+26,000
505
$366K ﹤0.01%
+71,480
506
$359K ﹤0.01%
13,800
507
$353K ﹤0.01%
12,867
+4,861
508
$350K ﹤0.01%
13,677
-1,189
509
$349K ﹤0.01%
5,269
510
$344K ﹤0.01%
8,140
511
$339K ﹤0.01%
+21,506
512
$339K ﹤0.01%
39,868
+7,926
513
$336K ﹤0.01%
9,070
-1,711
514
$331K ﹤0.01%
+20,246
515
$331K ﹤0.01%
8,025
+196
516
$330K ﹤0.01%
26,405
517
$326K ﹤0.01%
14,929
-4,758
518
$326K ﹤0.01%
12,618
+238
519
$321K ﹤0.01%
4,029
-2,814
520
$317K ﹤0.01%
7,032
521
$316K ﹤0.01%
9,952
+1,653
522
$316K ﹤0.01%
18,168
-394
523
$309K ﹤0.01%
19,899
524
$308K ﹤0.01%
48,472
-4,859
525
$301K ﹤0.01%
5,696
+28
19 20
21
22 23