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
51
$60.3M 0.59%
628,926
+100,230
52
$59.3M 0.58%
966,731
+410,479
53
$57.3M 0.56%
1,261,059
-168,260
54
$56.3M 0.55%
9,498,800
+1,802,600
55
$54.9M 0.54%
1,268,648
-691,337
56
$53.3M 0.52%
1,956,074
-148,822
57
$52.1M 0.51%
986,676
-51,538
58
$48M 0.47%
904,421
+5,585
59
$47.9M 0.47%
700,391
-45,251
60
$47.8M 0.47%
244,772
-40,023
61
$47.6M 0.47%
233,569
-18,126
62
$47.3M 0.46%
634,291
-107,121
63
$46.3M 0.45%
307,871
-90,300
64
$46.2M 0.45%
604,854
-48,481
65
$46.1M 0.45%
+467,207
66
$45.4M 0.44%
1,610,922
+175,060
67
$45.1M 0.44%
264,707
-36,294
68
$45M 0.44%
+1,935,372
69
$44.7M 0.44%
+266,873
70
$44.6M 0.44%
1,000,470
+982,003
71
$43.9M 0.43%
258,555
-24,020
72
$43.7M 0.43%
1,519,503
-230,917
73
$42.8M 0.42%
849,792
-589,029
74
$40.9M 0.4%
1,239,647
-75,377
75
$40.4M 0.4%
769,439
-69,162
1 2
3
4 5