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
$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
1
$78.1M 1.38%
428,738
+347,194
2
$74.3M 1.32%
166,153
-37,715
3
$73.9M 1.31%
842,932
-326,908
4
$73.2M 1.3%
501,868
+462,792
5
$72.7M 1.29%
345,151
-163,132
6
$69.9M 1.24%
106,330
-19,376
7
$69.3M 1.23%
651,060
-235,810
8
$69.2M 1.23%
+1,026,534
9
$69M 1.22%
874,673
-33,983
10
$68.1M 1.21%
151,695
-23,161
11
$67.9M 1.2%
287,687
-123,199
12
$67.7M 1.2%
219,894
-50,528
13
$67.4M 1.19%
437,938
-124,567
14
$67.3M 1.19%
81,579
-40,638
15
$66.9M 1.19%
519,670
-302,167
16
$66.3M 1.17%
558,829
-123,303
17
$65.9M 1.17%
1,093,039
-75,211
18
$64.3M 1.14%
+749,113
19
$63.8M 1.13%
49,928
-22,753
20
$62.7M 1.11%
+1,789,602
21
$61.9M 1.1%
470,596
-388,111
22
$61.9M 1.1%
754,950
-136,170
23
$61.7M 1.09%
+270,459
24
$60.3M 1.07%
302,510
+300,326
25
$50.3M 0.89%
1,065,053
+90,661
1
2 3 4 5