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
126
$26.7M 0.26%
342,998
-21,715
127
$26.6M 0.26%
199,046
-29,708
128
$26M 0.25%
749,738
-97,981
129
$25.2M 0.25%
350,232
-24,731
130
$24.9M 0.24%
428,577
-32,501
131
$24.6M 0.24%
739,357
-57,407
132
$24.4M 0.24%
1,992,662
-167,659
133
$24.2M 0.24%
225,351
+23,862
134
$24.1M 0.24%
598,533
-38,886
135
$23.6M 0.23%
313,746
-22,762
136
$23.1M 0.23%
309,373
-243,043
137
$22.6M 0.22%
+234,658
138
$22.2M 0.22%
413,499
-228,490
139
$21.7M 0.21%
549,953
-38,913
140
$20.9M 0.2%
342,292
-24,033
141
$19.9M 0.19%
369,152
-28,200
142
$19.7M 0.19%
368,839
-28,737
143
$19.3M 0.19%
+1,667,668
144
$19.2M 0.19%
1,430,377
-52,010
145
$19.1M 0.19%
573,286
-33,628
146
$18.6M 0.18%
792,737
-63,131
147
$18.5M 0.18%
146,196
+18,676
148
$18.4M 0.18%
222,910
+22,253
149
$18.4M 0.18%
250,920
+9,209
150
$18.4M 0.18%
494,719
+73,931
4 5
6
7 8