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
51
$54.3M 0.53%
342,304
+21,560
52
$54.1M 0.52%
986,756
+145,268
53
$53.3M 0.52%
1,360,196
+95,749
54
$52.9M 0.51%
+1,755,550
55
$52.4M 0.51%
3,614,140
+298,600
56
$51.9M 0.5%
1,253,630
+35,000
57
$51.7M 0.5%
777,115
-107,725
58
$51.3M 0.5%
+774,275
59
$51.2M 0.5%
627,765
+9,175
60
$50.8M 0.49%
366,085
+49,800
61
$50.6M 0.49%
548,445
+31,200
62
$50M 0.48%
1,512,416
-60,479
63
$49.8M 0.48%
318,848
-6,800
64
$49.7M 0.48%
1,584,060
+35,000
65
$49.4M 0.48%
+516,325
66
$49.3M 0.48%
211,732
+470
67
$49.3M 0.48%
797,839
-97,930
68
$48.9M 0.47%
1,779,990
+23,025
69
$48.2M 0.47%
848,375
-94,650
70
$47.5M 0.46%
+471,225
71
$47.4M 0.46%
775,170
-10,850
72
$47.3M 0.46%
+488,475
73
$45.6M 0.44%
563,075
+131,575
74
$45.1M 0.44%
353,580
-148,375
75
$43.8M 0.42%
524,615
-205,325
1 2
3
4 5