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
$8.96B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$47.7M
3
+$47.3M
4
HII icon
Huntington Ingalls Industries
HII
+$46.9M
5
INTC icon
Intel
INTC
+$46.3M

Top Sells

1
+$47M
2
+$46.9M
3
+$41.5M
4
AIZ icon
Assurant
AIZ
+$41.2M
5
CIEN icon
Ciena
CIEN
+$41M

Sector Composition

1 Financials 20.49%
2 Industrials 14.66%
3 Technology 12.79%
4 Consumer Discretionary 11.64%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$157M 1.75%
5,130,879
+254,135
2
$146M 1.63%
260,187
-28,530
3
$141M 1.57%
979,802
-225,607
4
$132M 1.47%
4,926,552
+2,611
5
$132M 1.47%
908,517
-92,375
6
$119M 1.33%
1,036,734
-53,911
7
$116M 1.3%
1,518,302
-70,003
8
$116M 1.29%
1,300,144
-50,316
9
$113M 1.26%
1,982,077
-30,948
10
$113M 1.26%
1,256,875
-63,076
11
$112M 1.25%
2,299,011
-22,390
12
$110M 1.22%
1,550,681
+13,042
13
$105M 1.17%
3,008,121
-38,154
14
$95.5M 1.07%
698,964
-36,359
15
$93.7M 1.05%
836,900
-41,845
16
$92.6M 1.03%
5,090,152
-1,011,987
17
$92.3M 1.03%
1,501,495
-151,899
18
$88.4M 0.99%
1,475,314
-63,880
19
$86.6M 0.97%
412,847
-18,862
20
$82M 0.92%
3,000,332
+153,185
21
$78.6M 0.88%
1,207,110
+81,359
22
$75.9M 0.85%
1,469,226
-188,155
23
$75.6M 0.84%
1,734,783
-376,773
24
$71.5M 0.8%
2,690,437
-746,270
25
$67.1M 0.75%
1,047,847
-36,055
1
2 3 4 5