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
126
$12.1M 0.21%
375,754
-34,281
127
$12.1M 0.21%
46,279
-1,056
128
$12.1M 0.21%
315,755
-5,345
129
$12M 0.21%
111,289
-5,987
130
$12M 0.21%
86,618
+635
131
$12M 0.21%
179,431
-2,922
132
$11.9M 0.21%
121,384
+3,246
133
$11.6M 0.2%
101,138
+7,556
134
$11.5M 0.2%
389,969
+5,325
135
$11.5M 0.2%
107,072
-2,118
136
$11.4M 0.2%
118,402
+6,812
137
$11.2M 0.2%
57,587
-22,545
138
$10.8M 0.19%
135,215
-31,976
139
$10.8M 0.19%
21,148
+1,367
140
$10.7M 0.19%
61,573
-7,061
141
$10.4M 0.18%
106,172
-12,274
142
$10.2M 0.18%
35,819
+2,758
143
$9.95M 0.18%
205,187
-93,707
144
$9.85M 0.17%
90,735
-6,630
145
$9.82M 0.17%
50,511
-17,485
146
$9.81M 0.17%
178,409
+1,372
147
$9.68M 0.17%
66,828
-4,495
148
$9.62M 0.17%
32,081
-948
149
$9.58M 0.17%
156,648
-23,630
150
$9.56M 0.17%
231,909
-54,531
4 5
6
7 8