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
576
$245K ﹤0.01%
10,150
+2,250
577
$239K ﹤0.01%
37,575
+8,700
578
$238K ﹤0.01%
18,475
-725
579
$236K ﹤0.01%
24,675
+6,775
580
$233K ﹤0.01%
4,875
581
$230K ﹤0.01%
4,623
+508
582
$227K ﹤0.01%
4,375
-1,000
583
$226K ﹤0.01%
20,700
+2,425
584
$224K ﹤0.01%
19,300
-2,125
585
$210K ﹤0.01%
11,575
-3,150
586
$208K ﹤0.01%
16,450
+2,650
587
$184K ﹤0.01%
29,350
+525
588
$181K ﹤0.01%
10,616
-1,500
589
$155K ﹤0.01%
12,350
+2,150
590
$130K ﹤0.01%
15,175
+2,150
591
$123K ﹤0.01%
22,375
+100
592
$110K ﹤0.01%
23,650
+7,000
593
$109K ﹤0.01%
1,605
594
– –
-5,200
595
– –
-1,038,647
596
– –
-893,210
597
– –
-273,339
598
– –
-9,750
599
– –
-1,072,955
600
– –
-5,600
22 23
24
25 26