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
76
$40.2M 0.39%
956,239
-66,046
77
$39.7M 0.39%
1,611,371
-101,544
78
$38.4M 0.38%
375,318
-29,360
79
$38.2M 0.37%
1,196,818
-75,805
80
$36.5M 0.36%
449,315
-32,598
81
$34.7M 0.34%
485,935
-43,524
82
$34.3M 0.34%
449,587
-37,847
83
$34M 0.33%
+837,453
84
$32.9M 0.32%
133,554
-48,857
85
$32.1M 0.31%
+327,711
86
$31.6M 0.31%
477,984
-16,784
87
$31.6M 0.31%
852,928
+169,402
88
$31.4M 0.31%
531,498
-39,184
89
$31.4M 0.31%
+188,294
90
$31.3M 0.31%
730,812
-40,977
91
$31.1M 0.3%
607,927
-10,130
92
$31.1M 0.3%
969,390
+115,881
93
$31M 0.3%
593,183
-35,351
94
$30.9M 0.3%
273,333
-47,559
95
$30.9M 0.3%
296,590
-6,022
96
$30.9M 0.3%
444,522
-84,146
97
$30.9M 0.3%
707,654
-19,744
98
$30.8M 0.3%
1,733,474
-37,853
99
$30.7M 0.3%
166,364
-24,396
100
$30.7M 0.3%
+386,503
2 3
4
5 6