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
551
$290K ﹤0.01%
33,300
552
$289K ﹤0.01%
4,890
553
$288K ﹤0.01%
11,575
554
$285K ﹤0.01%
15,700
+956
555
$284K ﹤0.01%
25,175
-400
556
$281K ﹤0.01%
15,325
-3,350
557
$280K ﹤0.01%
9,650
-800
558
$278K ﹤0.01%
7,725
+125
559
$275K ﹤0.01%
18,375
-2,725
560
$272K ﹤0.01%
+5,075
561
$271K ﹤0.01%
8,575
+200
562
$269K ﹤0.01%
5,700
+125
563
$268K ﹤0.01%
+10,984
564
$266K ﹤0.01%
7,635
+700
565
$264K ﹤0.01%
15,613
+325
566
$262K ﹤0.01%
11,575
+2,725
567
$260K ﹤0.01%
37,625
+2,625
568
$259K ﹤0.01%
31,900
+8,800
569
$258K ﹤0.01%
820
+92
570
$255K ﹤0.01%
4,775
+400
571
$254K ﹤0.01%
27,781
+5,187
572
$254K ﹤0.01%
23,650
+4,225
573
$251K ﹤0.01%
14,525
+1,100
574
$251K ﹤0.01%
+4,675
575
$250K ﹤0.01%
+5,855
21 22
23
24 25