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
201
$5.02M 0.09%
277,006
-53,232
202
$4.96M 0.09%
226,847
-138,099
203
$4.81M 0.09%
198,123
-82,236
204
$4.75M 0.08%
68,943
-14,002
205
$4.63M 0.08%
69,865
-14,991
206
$4.62M 0.08%
16,833
-4,290
207
$4.59M 0.08%
69,021
-78,326
208
$4.54M 0.08%
137,079
-34,519
209
$4.5M 0.08%
+240,530
210
$4.5M 0.08%
43,496
-36,525
211
$4.49M 0.08%
47,878
-11,212
212
$4.46M 0.08%
92,070
-24,859
213
$4.46M 0.08%
289,773
-67,367
214
$4.45M 0.08%
20,180
-11,235
215
$4.43M 0.08%
74,399
+2,865
216
$4.39M 0.08%
489,526
-72,823
217
$4.32M 0.08%
48,976
-289
218
$4.31M 0.08%
584,574
+76,485
219
$4.24M 0.08%
156,319
-145,599
220
$4.23M 0.07%
65,882
+27
221
$4.19M 0.07%
88,138
-14,037
222
$4.17M 0.07%
30,347
-7,329
223
$4.16M 0.07%
26,220
-1,607
224
$4.11M 0.07%
116,277
+4,076
225
$4.09M 0.07%
68,193
-1,428
7 8
9
10 11