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
151
$18.4M 0.18%
227,101
-14,213
152
$18.3M 0.18%
262,265
-3,533
153
$18.2M 0.18%
262,366
+31,488
154
$18.2M 0.18%
218,816
-14,883
155
$18.1M 0.18%
16,704
+1,482
156
$18M 0.18%
983,862
+93,270
157
$17.8M 0.17%
410,978
+6,108
158
$17.8M 0.17%
941,443
-56,546
159
$17.8M 0.17%
854,019
-100,906
160
$17.7M 0.17%
94,885
+3,134
161
$17.7M 0.17%
233,715
+42,571
162
$17.6M 0.17%
290,974
+37,466
163
$17.5M 0.17%
3,309,820
-2,156
164
$17.3M 0.17%
403,676
+10,376
165
$17.1M 0.17%
+462,186
166
$17M 0.17%
156,793
-2,092
167
$16.9M 0.17%
279,265
-19,466
168
$16.8M 0.16%
320,261
-9,044
169
$16.8M 0.16%
240,236
-5,813
170
$16.7M 0.16%
558,512
+97,727
171
$16.7M 0.16%
386,192
+378,142
172
$16.6M 0.16%
410,096
-28,441
173
$16.6M 0.16%
940,597
+119,748
174
$16.5M 0.16%
324,157
+35,822
175
$16.5M 0.16%
381,074
-26,566
5 6
7
8 9