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
201
$12.9M 0.13%
95,145
+450
202
$12.9M 0.13%
229,285
+33,605
203
$12.9M 0.13%
162,421
+27,670
204
$12.9M 0.12%
469,904
-10,900
205
$12.8M 0.12%
+325,163
206
$12.7M 0.12%
233,848
-15,864
207
$12.6M 0.12%
521,260
-8,371
208
$12.5M 0.12%
346,435
+17,495
209
$12.1M 0.12%
180,559
-632,150
210
$12M 0.12%
212,220
-1,475
211
$12M 0.12%
272,062
-10,850
212
$11.9M 0.12%
829,061
-29,607
213
$11.7M 0.11%
123,037
-975
214
$11.7M 0.11%
176,460
-3,600
215
$11.6M 0.11%
458,813
-14,662
216
$11.6M 0.11%
327,684
-10,615
217
$11.4M 0.11%
317,260
-11,275
218
$11.4M 0.11%
504,303
+102,867
219
$11.4M 0.11%
312,660
-8,750
220
$11.2M 0.11%
132,492
-11,295
221
$11.1M 0.11%
325,374
-16,400
222
$11M 0.11%
272,496
+39,413
223
$11M 0.11%
318,128
-15,174
224
$10.7M 0.1%
206,755
-5,200
225
$10.5M 0.1%
93,595
-332,564
7 8
9
10 11