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
526
$324K ﹤0.01%
36,200
527
$323K ﹤0.01%
9,504
+1,625
528
$321K ﹤0.01%
20,100
+4,800
529
$321K ﹤0.01%
10,800
-1,900
530
$319K ﹤0.01%
+1,470
531
$319K ﹤0.01%
15,925
+4,500
532
$318K ﹤0.01%
23,100
533
$316K ﹤0.01%
28,075
+11,150
534
$316K ﹤0.01%
10,975
+4,175
535
$315K ﹤0.01%
16,565
+1,200
536
$313K ﹤0.01%
+34,200
537
$312K ﹤0.01%
19,300
538
$312K ﹤0.01%
8,232
539
$312K ﹤0.01%
12,900
-1,200
540
$311K ﹤0.01%
+30,100
541
$310K ﹤0.01%
3,550
+200
542
$309K ﹤0.01%
49,400
543
$309K ﹤0.01%
19,308
-2,975
544
$304K ﹤0.01%
10,975
-75
545
$304K ﹤0.01%
6,750
+100
546
$300K ﹤0.01%
7,539
-200
547
$300K ﹤0.01%
16,025
548
$297K ﹤0.01%
+13,800
549
$294K ﹤0.01%
11,000
+2,000
550
$291K ﹤0.01%
25,460
-1,800
20 21
22
23 24