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
176
$6.8M 0.12%
134,152
-3,183
177
$6.68M 0.12%
196,198
-87,245
178
$6.6M 0.12%
52,337
+16,782
179
$6.49M 0.12%
259,264
-55,470
180
$6.45M 0.11%
34,897
-15,442
181
$6.45M 0.11%
84,400
-35,221
182
$6.44M 0.11%
28,667
-11,684
183
$6.27M 0.11%
143,493
+6,009
184
$6.16M 0.11%
123,049
-45,686
185
$6.16M 0.11%
142,476
-85,667
186
$6.11M 0.11%
129,567
-3,759
187
$6.07M 0.11%
57,163
+14,417
188
$6M 0.11%
67,022
-10,022
189
$6M 0.11%
35,836
-9,542
190
$5.77M 0.1%
78,761
-14,043
191
$5.65M 0.1%
228,950
+23,449
192
$5.55M 0.1%
82,702
-15,302
193
$5.44M 0.1%
64,427
-13,455
194
$5.37M 0.1%
194,149
-30,430
195
$5.29M 0.09%
48,407
-10,993
196
$5.28M 0.09%
65,222
-15,266
197
$5.25M 0.09%
23,220
-307
198
$5.15M 0.09%
136,401
+4,011
199
$5.14M 0.09%
56,787
-15,834
200
$5.09M 0.09%
70,724
-15,235
6 7
8
9 10