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
101
$35.5M 0.34%
519,283
+86,343
102
$35.1M 0.34%
703,858
-82,102
103
$35.1M 0.34%
815,050
-43,625
104
$34.9M 0.34%
515,671
-68,375
105
$34.9M 0.34%
+900,750
106
$34.8M 0.34%
837,225
-35,425
107
$34.7M 0.34%
677,095
-35,250
108
$34.7M 0.34%
2,311,988
-242,975
109
$34.7M 0.34%
3,348,605
-371,600
110
$34.5M 0.33%
165,307
-24,175
111
$34.5M 0.33%
1,724,276
-44,663
112
$34.3M 0.33%
959,265
-118,925
113
$34.3M 0.33%
391,381
-53,075
114
$34M 0.33%
590,305
-24,400
115
$33.2M 0.32%
265,459
-3,150
116
$33.1M 0.32%
325,505
+7,075
117
$32.8M 0.32%
668,405
-11,725
118
$32.5M 0.32%
406,611
-13,831
119
$32.3M 0.31%
574,441
-20,000
120
$32.1M 0.31%
1,090,437
-19,925
121
$30.7M 0.3%
592,914
-71,948
122
$30.1M 0.29%
766,961
-16,807
123
$27.7M 0.27%
413,611
-7,125
124
$25.8M 0.25%
585,756
-25,443
125
$25.6M 0.25%
733,056
+144,465
3 4
5
6 7