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
76
$43.7M 0.42%
599,070
-81,975
77
$43.6M 0.42%
490,050
-126,225
78
$43.5M 0.42%
417,742
-81,888
79
$43.4M 0.42%
+2,449,550
80
$43.3M 0.42%
263,585
-83,275
81
$43.2M 0.42%
452,140
-108,000
82
$43M 0.42%
546,243
-536,666
83
$42.9M 0.42%
440,081
-73,500
84
$42.9M 0.42%
+1,024,450
85
$42.8M 0.42%
+278,900
86
$42.5M 0.41%
1,336,525
-269,297
87
$42.4M 0.41%
+528,475
88
$42.2M 0.41%
+777,537
89
$41.8M 0.41%
359,313
-14,275
90
$41.7M 0.4%
1,211,365
+158,409
91
$41.1M 0.4%
318,910
-8,880
92
$40.9M 0.4%
1,283,450
-240,400
93
$40.8M 0.4%
310,834
-10,000
94
$40.8M 0.4%
2,005,275
-681,175
95
$40.2M 0.39%
757,456
-26,850
96
$40M 0.39%
476,140
-81,545
97
$39.9M 0.39%
1,918,088
-57,450
98
$39.1M 0.38%
946,265
-18,930
99
$37.4M 0.36%
872,379
-384,966
100
$35.5M 0.34%
403,235
-53,375
2 3
4
5 6