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
551
$237K ﹤0.01%
11,394
+1,899
552
$237K ﹤0.01%
4,084
-150
553
$235K ﹤0.01%
4,701
-293
554
$234K ﹤0.01%
3,039
+487
555
$233K ﹤0.01%
693
556
$232K ﹤0.01%
+4,056
557
$232K ﹤0.01%
22,039
-5,310
558
$231K ﹤0.01%
+21,550
559
$227K ﹤0.01%
9,392
-732
560
$226K ﹤0.01%
5,984
-153
561
$224K ﹤0.01%
+1,141
562
$224K ﹤0.01%
2,057
+24
563
$217K ﹤0.01%
+7,890
564
$213K ﹤0.01%
20,600
-3,528
565
$212K ﹤0.01%
12,453
+203
566
$209K ﹤0.01%
+1,991
567
$209K ﹤0.01%
+4,782
568
$208K ﹤0.01%
+2,243
569
$204K ﹤0.01%
4,288
-891
570
$198K ﹤0.01%
14,105
-1,090
571
$191K ﹤0.01%
+11,806
572
$185K ﹤0.01%
36,944
-1,219
573
$174K ﹤0.01%
10,608
-771
574
$173K ﹤0.01%
522
-30
575
$168K ﹤0.01%
297
21 22
23
24 25