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
$8.96B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$47.7M
3
+$47.3M
4
HII icon
Huntington Ingalls Industries
HII
+$46.9M
5
INTC icon
Intel
INTC
+$46.3M

Top Sells

1
+$47M
2
+$46.9M
3
+$41.5M
4
AIZ icon
Assurant
AIZ
+$41.2M
5
CIEN icon
Ciena
CIEN
+$41M

Sector Composition

1 Financials 20.49%
2 Industrials 14.66%
3 Technology 12.79%
4 Consumer Discretionary 11.64%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$126K ﹤0.01%
52,222
-15,585
552
$124K ﹤0.01%
29,965
+3,724
553
$112K ﹤0.01%
39,273
-3,024
554
$112K ﹤0.01%
15,059
-4,378
555
$112K ﹤0.01%
10,989
+455
556
$109K ﹤0.01%
11,689
+124
557
$107K ﹤0.01%
17,141
-914
558
$99K ﹤0.01%
12,775
-90,370
559
$84K ﹤0.01%
1,460
-418
560
$75K ﹤0.01%
24,626
-12,839
561
– –
-84,615
562
– –
-21,774
563
– –
-1,046,038
564
– –
-27,489
565
– –
-35,438
566
– –
-41,716
567
– –
-259,777
568
– –
-12,787
569
– –
-80,581
570
– –
-89,288
571
– –
-9,908
572
– –
-293,102
573
– –
-496,129
574
– –
-245,320
575
– –
-14,336
21 22
23
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