WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
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
1
$209M 2.02%
3,526,804
+376,243
2
$179M 1.73%
8,679,547
+776,559
3
$176M 1.71%
1,240,205
+276,791
4
$170M 1.64%
6,129,654
+891,256
5
$162M 1.57%
3,175,812
+521,709
6
$157M 1.52%
2,106,998
+317,395
7
$153M 1.48%
2,685,662
+583,886
8
$143M 1.39%
2,249,598
+200,996
9
$138M 1.33%
612,134
+67,729
10
$136M 1.32%
2,399,936
+161,542
11
$133M 1.29%
2,714,679
+375,355
12
$131M 1.27%
2,820,882
+337,682
13
$130M 1.26%
1,981,487
+337,108
14
$127M 1.23%
4,824,442
+741,318
15
$125M 1.21%
2,099,781
-320,859
16
$124M 1.2%
992,009
+155,322
17
$123M 1.2%
3,338,355
+453,515
18
$123M 1.19%
1,897,753
-271,709
19
$104M 1.01%
4,543,104
+940,680
20
$100M 0.97%
4,826,471
+1,295,567
21
$97M 0.94%
5,985,651
+2,260,431
22
$96.8M 0.94%
2,329,719
+498,346
23
$91.9M 0.89%
3,576,833
+367,221
24
$90.3M 0.87%
3,298,881
+416,093
25
$90.2M 0.87%
4,769,751
+477,661
1
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