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
151
$18.5M 0.18%
449,836
-7,631
152
$18.2M 0.18%
272,620
+30,150
153
$18.2M 0.18%
282,385
-4,675
154
$18M 0.17%
231,583
-1,252
155
$17.9M 0.17%
204,863
-3,825
156
$17.9M 0.17%
188,313
-4,350
157
$17.7M 0.17%
212,800
+13,850
158
$17.6M 0.17%
24,444
-4,018
159
$17.6M 0.17%
286,104
+16,750
160
$17.5M 0.17%
832,306
+6,150
161
$17.5M 0.17%
355,040
+16,225
162
$17.5M 0.17%
306,190
+18,409
163
$17.5M 0.17%
2,258,086
-88,242
164
$17.4M 0.17%
729,244
-35,764
165
$17.3M 0.17%
179,822
+18,725
166
$17.3M 0.17%
485,600
-14,750
167
$17.3M 0.17%
513,042
-12,882
168
$17.1M 0.17%
466,259
-31,959
169
$17M 0.16%
521,474
-203,722
170
$16.9M 0.16%
357,814
-13,005
171
$16.9M 0.16%
1,048,871
-119,525
172
$16.9M 0.16%
+513,105
173
$16.5M 0.16%
367,465
-12,125
174
$16.5M 0.16%
575,606
-19,336
175
$16.4M 0.16%
548,180
-11,100
5 6
7
8 9