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
$5.64B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$67.5M
3
+$64.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$63.2M
5
HPQ icon
HP
HPQ
+$62.7M

Top Sells

1
+$87.7M
2
+$51M
3
+$44.2M
4
ALLY icon
Ally Financial
ALLY
+$43.6M
5
RL icon
Ralph Lauren
RL
+$42.2M

Sector Composition

1 Technology 26.84%
2 Financials 16.14%
3 Consumer Discretionary 15.8%
4 Healthcare 12.56%
5 Industrials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-449,679
502
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-58,661
503
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-81,723
504
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-4,446
505
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-314,026
506
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-14,879
507
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-71,373
508
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-224,913
509
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-584,924
510
– –
-2,983
511
– –
-1,484
512
– –
-49,445
513
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-3,860
514
– –
-284,269
515
– –
-757,140
516
– –
-104,198
517
– –
-550
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