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
526
$300K ﹤0.01%
48,100
527
$297K ﹤0.01%
10,800
-329
528
$295K ﹤0.01%
2,256
-287
529
$294K ﹤0.01%
15,877
-5,249
530
$292K ﹤0.01%
2,204
+81
531
$291K ﹤0.01%
7,125
+1,411
532
$288K ﹤0.01%
11,116
-232
533
$282K ﹤0.01%
14,378
-193
534
$277K ﹤0.01%
6,191
-938
535
$277K ﹤0.01%
20,701
-2,221
536
$276K ﹤0.01%
11,367
+2,535
537
$276K ﹤0.01%
78,525
-4,148
538
$275K ﹤0.01%
9,482
+1,082
539
$270K ﹤0.01%
3,464
+6
540
$268K ﹤0.01%
7,786
-144
541
$254K ﹤0.01%
+8,974
542
$251K ﹤0.01%
5,431
-284
543
$248K ﹤0.01%
7,062
-58,971
544
$247K ﹤0.01%
5,878
+828
545
$247K ﹤0.01%
17,333
+1,192
546
$247K ﹤0.01%
11,748
-1,760
547
$246K ﹤0.01%
+5,361
548
$241K ﹤0.01%
11,795
+1,509
549
$241K ﹤0.01%
13,777
-704
550
$239K ﹤0.01%
2,390
20 21
22
23 24