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
101
$13.9M 0.25%
138,889
+3,828
102
$13.9M 0.25%
161,663
-121,250
103
$13.9M 0.25%
181,489
+4,527
104
$13.8M 0.24%
260,331
+19,193
105
$13.7M 0.24%
496,165
+39,513
106
$13.7M 0.24%
33,664
-5,626
107
$13.6M 0.24%
133,259
-30,508
108
$13.4M 0.24%
69,146
-1,876
109
$13.3M 0.24%
+272,438
110
$13.3M 0.24%
107,744
-7,734
111
$13.2M 0.23%
578,469
+64,755
112
$13.1M 0.23%
263,033
+21,689
113
$13.1M 0.23%
118,635
-5,854
114
$13M 0.23%
227,497
-36,137
115
$12.9M 0.23%
107,810
-168
116
$12.7M 0.22%
45,809
-3,540
117
$12.6M 0.22%
176,170
+18,296
118
$12.5M 0.22%
19,345
-156
119
$12.5M 0.22%
24,652
-968
120
$12.4M 0.22%
107,625
+585
121
$12.3M 0.22%
40,544
+14,225
122
$12.2M 0.22%
363,355
-5,277
123
$12.2M 0.22%
121,358
-45,730
124
$12.2M 0.22%
50,503
-1,677
125
$12.2M 0.22%
165,763
+43,850
3 4
5
6 7