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
151
$8.94M 0.16%
214,939
+55,820
152
$8.91M 0.16%
94,369
-40,849
153
$8.75M 0.16%
42,556
+1,012
154
$8.56M 0.15%
99,731
-67,759
155
$8.52M 0.15%
61,568
-18,426
156
$8.51M 0.15%
124,689
-49,956
157
$8.08M 0.14%
203,779
-1,099,240
158
$7.93M 0.14%
69,118
+1,664
159
$7.79M 0.14%
42,687
-1,328
160
$7.67M 0.14%
38,298
+8,199
161
$7.65M 0.14%
141,609
-2,343
162
$7.63M 0.14%
64,948
-19,066
163
$7.62M 0.14%
68,019
-2,798
164
$7.61M 0.13%
264,207
+93,971
165
$7.59M 0.13%
58,575
-2,385
166
$7.54M 0.13%
771,410
-92,914
167
$7.42M 0.13%
77,524
-651
168
$7.34M 0.13%
112,839
-8,121
169
$7.34M 0.13%
46,429
+3,986
170
$7.17M 0.13%
28,062
-18,125
171
$7M 0.12%
+23,833
172
$6.95M 0.12%
245,586
-109,400
173
$6.92M 0.12%
153,048
-11,252
174
$6.84M 0.12%
54,542
-11,727
175
$6.81M 0.12%
188,402
+21,852
5 6
7
8 9