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
76
$31.3M 0.55%
105,317
+5,452
77
$25.6M 0.45%
593,241
+27,405
78
$25.5M 0.45%
726,291
+123,689
79
$25.1M 0.44%
535,304
+106,900
80
$24.4M 0.43%
337,972
+46,894
81
$24.1M 0.43%
714,084
+192,905
82
$23.4M 0.41%
284,263
+39,734
83
$22.7M 0.4%
629,568
+132,750
84
$22M 0.39%
329,780
+43,081
85
$19.6M 0.35%
108,700
-60,512
86
$19.4M 0.34%
47,923
-11,257
87
$19.1M 0.34%
251,194
-32,506
88
$17.2M 0.31%
47,175
-7,782
89
$16.4M 0.29%
456,054
-112,838
90
$16.4M 0.29%
163,600
+20,680
91
$16.2M 0.29%
10,268
-3,330
92
$14.8M 0.26%
184,802
-5,027
93
$14.4M 0.26%
81,917
-471
94
$14.4M 0.25%
348,563
+16,465
95
$14.2M 0.25%
254,419
-22,164
96
$14.2M 0.25%
182,034
-33,945
97
$14.1M 0.25%
104,276
-3,827
98
$14M 0.25%
106,077
-3,520
99
$14M 0.25%
197,724
-94,338
100
$14M 0.25%
391,027
+22,899
2 3
4
5 6