WCM

Wedge Capital Management Portfolio holdings

AUM $5.42B
1-Year Est. Return 33.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.84%
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
+$119M
2
+$119M
3
+$111M
4
FE icon
FirstEnergy
FE
+$85.9M
5
OPTU
Optimum Communications Inc
OPTU
+$71.3M

Top Sells

1
+$174M
2
+$137M
3
+$60.5M
4
LMT icon
Lockheed Martin
LMT
+$49.6M
5
RTN
Raytheon Company
RTN
+$49.5M

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
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643
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