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
201
$14.9M 0.15%
1,111,829
-83,983
202
$14.9M 0.15%
445,564
-5,824
203
$14.6M 0.14%
812,266
-67,572
204
$14.5M 0.14%
385,680
-27,386
205
$14.4M 0.14%
449,037
-215,436
206
$14.3M 0.14%
1,793,639
-131,499
207
$14.1M 0.14%
491,161
-33,934
208
$14M 0.14%
300,548
-19,264
209
$13.7M 0.13%
376,954
-24,175
210
$13.6M 0.13%
219,805
-74,139
211
$13.6M 0.13%
166,815
+36,180
212
$13.3M 0.13%
198,928
-35,908
213
$13.3M 0.13%
341,645
-20,288
214
$13.2M 0.13%
1,759,774
-128,356
215
$13.1M 0.13%
312,823
-32,578
216
$12.9M 0.13%
274,644
+50,693
217
$12.8M 0.13%
52,309
-13,736
218
$12.8M 0.13%
91,756
+15,779
219
$12.6M 0.12%
358,827
-33,659
220
$12.3M 0.12%
252,229
-21,134
221
$12.3M 0.12%
273,465
-38,435
222
$11.5M 0.11%
229,144
-16,233
223
$11.3M 0.11%
143,117
-4,833
224
$11.3M 0.11%
247,120
-9,335
225
$11.2M 0.11%
191,287
-4,693
7 8
9
10 11