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
601
– –
-51,675
602
– –
-15,964
603
– –
-220,938
604
– –
-27,725
605
– –
-835,918
606
– –
-141,014
607
– –
-1,379,601
608
– –
-22,227
609
– –
-1,721,194
610
– –
-6,423
611
– –
-18,353
612
– –
-253,762
613
– –
-14,900
614
– –
-7,561
615
– –
-76,760
616
– –
-457,498
617
– –
-43,389
618
– –
-27,942
619
– –
-412,712
620
– –
-7,694
621
– –
-22,836
622
– –
-67,522
623
– –
-142,037
624
– –
-380,113
625
– –
-33,227
22 23 24
25
26