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
$10.2B
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
ATUS icon
Altice USA
ATUS
+$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
1
$213M 2.08%
1,910,567
-16,765
2
$213M 2.08%
8,094,353
-437,330
3
$187M 1.83%
6,235,305
-1,302,981
4
$180M 1.76%
520,288
-82,169
5
$161M 1.57%
4,755,801
-1,340,227
6
$160M 1.57%
1,480,987
-76,819
7
$136M 1.33%
2,099,985
-358,437
8
$134M 1.31%
1,830,239
-209,386
9
$131M 1.28%
1,909,079
-117,240
10
$128M 1.25%
5,973,485
-360,360
11
$126M 1.23%
3,471,882
-208,059
12
$125M 1.23%
2,944,708
+2,735,062
13
$124M 1.22%
+2,214,057
14
$123M 1.2%
2,990,376
-207,597
15
$120M 1.17%
2,217,788
-139,684
16
$117M 1.15%
1,501,979
-36,674
17
$117M 1.14%
1,710,911
-117,020
18
$117M 1.14%
5,787,409
+219,373
19
$113M 1.11%
2,601,402
+1,219,143
20
$111M 1.09%
1,073,523
-84,057
21
$108M 1.05%
+1,318,783
22
$107M 1.05%
32,657,390
-10,860,138
23
$102M 1%
2,852,507
+2,507,933
24
$91M 0.89%
529,560
-33,373
25
$90.3M 0.88%
5,370,451
+756,954
1
2 3 4 5