WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Quarter Est. Return
1 Year Est. Return
+27.78%
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%
10,989
+455
554
$112K ﹤0.01%
15,059
-4,378
555
$112K ﹤0.01%
39,273
-3,024
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
– –
-59,246
562
– –
-91,120
563
– –
-11,601
564
– –
-129,221
565
– –
-76,311
566
– –
-2,569
567
– –
-702
568
– –
-3,428
569
– –
-146,409
570
– –
-27,373
571
– –
-136,470
572
– –
-12,239
573
– –
-118,611
574
– –
-21,749
575
– –
-8,216
21 22
23
24 25