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
176
$16.3M 0.16%
354,400
+26,780
177
$16.3M 0.16%
7,302
+1,389
178
$16.1M 0.16%
327,625
-14,600
179
$16M 0.15%
492,046
-18,293
180
$16M 0.15%
1,301,005
-128,550
181
$15.9M 0.15%
307,390
-8,375
182
$15.8M 0.15%
286,961
-157,575
183
$15.7M 0.15%
194,066
-6,025
184
$15.5M 0.15%
416,965
+408,540
185
$15.5M 0.15%
1,185,197
-46,725
186
$15.4M 0.15%
1,388,178
-54,175
187
$15.2M 0.15%
407,603
-9,126
188
$15M 0.15%
1,011,901
+172,173
189
$15M 0.15%
545,125
+1,457
190
$14.8M 0.14%
276,083
-9,127
191
$14.6M 0.14%
301,029
+42,882
192
$14.6M 0.14%
296,473
-2,231
193
$14.5M 0.14%
57,391
-2,005
194
$14.4M 0.14%
531,070
-14,725
195
$14.2M 0.14%
+35,029
196
$14.2M 0.14%
832,834
-5,790
197
$13.9M 0.13%
718,954
-12,762
198
$13.6M 0.13%
17,027
-373
199
$13.4M 0.13%
233,549
+63,005
200
$13M 0.13%
280,455
+25,765
6 7
8
9 10