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
101
$30.7M 0.3%
891,183
-140,321
102
$30.7M 0.3%
918,709
-17,784
103
$30.6M 0.3%
435,183
-8,108
104
$30.5M 0.3%
456,418
-2,748
105
$30.5M 0.3%
251,382
-16,116
106
$30.5M 0.3%
526,076
-125,036
107
$30.5M 0.3%
766,143
-112,904
108
$30.1M 0.29%
215,440
+4,306
109
$30.1M 0.29%
437,198
-23,535
110
$29.9M 0.29%
125,541
-23,498
111
$29.8M 0.29%
102,624
-19,096
112
$29.7M 0.29%
1,368,731
-99,522
113
$29.3M 0.29%
335,269
-55,055
114
$29.1M 0.28%
1,429,049
-331,217
115
$29M 0.28%
368,738
-53,248
116
$28.9M 0.28%
339,228
-35,059
117
$28.9M 0.28%
130,893
+1,512
118
$28.7M 0.28%
335,339
-97,708
119
$28.6M 0.28%
603,502
-3,582
120
$28.6M 0.28%
305,857
-1,416
121
$28.6M 0.28%
955,260
-77,609
122
$28.4M 0.28%
535,526
-2,920
123
$28.1M 0.27%
450,990
+15,671
124
$27.5M 0.27%
+1,232,634
125
$27M 0.26%
921,306
-85,733
3 4
5
6 7