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
176
$16.4M 0.16%
714,581
-18,410
177
$16.4M 0.16%
99,999
+13,360
178
$16.1M 0.16%
414,498
-25,115
179
$16.1M 0.16%
232,782
-3,870
180
$16.1M 0.16%
488,036
-32,064
181
$16M 0.16%
698,062
-54,887
182
$16M 0.16%
174,772
-11,651
183
$16M 0.16%
779,930
-55,009
184
$16M 0.16%
85,854
-2,809
185
$15.9M 0.16%
182,437
-12,375
186
$15.9M 0.16%
261,422
+14,061
187
$15.8M 0.15%
153,337
-4,540
188
$15.7M 0.15%
164,572
-28,705
189
$15.6M 0.15%
105,869
+10,091
190
$15.6M 0.15%
108,349
+33,275
191
$15.5M 0.15%
863,365
-60,264
192
$15.4M 0.15%
116,159
+12,445
193
$15.3M 0.15%
275,561
-16,668
194
$15.3M 0.15%
760,191
-49,706
195
$15.2M 0.15%
325,198
-26,615
196
$15.2M 0.15%
305,825
-1,005
197
$15.1M 0.15%
97,166
+4,990
198
$15.1M 0.15%
406,884
-30,821
199
$15M 0.15%
191,455
-11,052
200
$15M 0.15%
146,243
-4,182
6 7
8
9 10