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
126
$25.5M 0.25%
736,633
-91,935
127
$25M 0.24%
1,513,691
-38,895
128
$24.8M 0.24%
560,779
-22,350
129
$24.4M 0.24%
+737,236
130
$24.4M 0.24%
509,773
-1,125
131
$23.9M 0.23%
1,020,586
-37,266
132
$23.5M 0.23%
610,537
-150,915
133
$21.9M 0.21%
309,207
-4,499
134
$21.8M 0.21%
254,262
-5,475
135
$21.6M 0.21%
574,455
+8,200
136
$20M 0.19%
1,052,357
-27,617
137
$19.9M 0.19%
366,292
-19,038
138
$19.9M 0.19%
343,900
-9,375
139
$19.7M 0.19%
502,610
-30,100
140
$19.6M 0.19%
556,570
-5,150
141
$19.4M 0.19%
594,623
-26,950
142
$19.3M 0.19%
733,150
-18,716
143
$19.2M 0.19%
236,510
-4,050
144
$19.2M 0.19%
856,489
-67,086
145
$19.2M 0.19%
344,667
+1,400
146
$19.1M 0.19%
1,084,330
-28,169
147
$18.9M 0.18%
277,074
+1,875
148
$18.8M 0.18%
355,025
-12,950
149
$18.8M 0.18%
451,425
+280,969
150
$18.8M 0.18%
325,181
-13,080
4 5
6
7 8