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
$5.64B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$67.5M
3
+$64.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$63.2M
5
HPQ icon
HP
HPQ
+$62.7M

Top Sells

1
+$87.7M
2
+$51M
3
+$44.2M
4
ALLY icon
Ally Financial
ALLY
+$43.6M
5
RL icon
Ralph Lauren
RL
+$42.2M

Sector Composition

1 Technology 26.84%
2 Financials 16.14%
3 Consumer Discretionary 15.8%
4 Healthcare 12.56%
5 Industrials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41M 0.73%
552,720
-40,249
52
$41M 0.73%
371,976
-46,001
53
$40.4M 0.72%
126,809
-43,740
54
$40.4M 0.72%
727,919
+691,711
55
$39.7M 0.7%
184,973
-2,803
56
$39.3M 0.7%
279,079
+7,583
57
$39.3M 0.7%
243,450
-42,582
58
$38.4M 0.68%
288,631
-179,527
59
$38M 0.67%
277,561
+238,007
60
$37.9M 0.67%
364,187
-35,355
61
$37.8M 0.67%
260,323
-17,967
62
$37.8M 0.67%
272,524
-61,707
63
$36.4M 0.65%
212,439
-6,199
64
$35M 0.62%
689,027
+27,203
65
$35M 0.62%
64,581
-13,151
66
$34.9M 0.62%
171,456
-3,464
67
$34.6M 0.61%
59,259
-15,769
68
$34.6M 0.61%
2,830,744
-190,737
69
$34.6M 0.61%
153,353
-10,530
70
$34.4M 0.61%
148,514
-33,010
71
$34.2M 0.61%
+1,221,888
72
$34M 0.6%
335,437
-86,331
73
$33.6M 0.59%
+1,621,877
74
$32.8M 0.58%
517,959
-79,105
75
$32.5M 0.58%
490,801
-20,232
1 2
3
4 5