WCM

Wedge Capital Management Portfolio holdings

AUM $5.42B
1-Year Est. Return 33.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.9M
3
+$59.8M
4
IDCC icon
InterDigital
IDCC
+$52.9M
5
VOYA icon
Voya Financial
VOYA
+$36.1M

Top Sells

1
+$63.6M
2
+$40.1M
3
+$39.2M
4
WFC icon
Wells Fargo
WFC
+$38.2M
5
SNV
Synovus
SNV
+$36.4M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.42M 0.07%
165,479
+106,925
227
$4.36M 0.07%
79,006
-14,778
228
$4.28M 0.07%
193,973
-70,075
229
$4.23M 0.07%
141,090
+12,628
230
$4.23M 0.07%
29,528
-10,564
231
$4.19M 0.07%
109,284
-9,944
232
$4.12M 0.07%
78,766
+16,215
233
$4.11M 0.07%
17,367
-3,978
234
$4.09M 0.07%
133,913
+14,359
235
$4.06M 0.07%
22,349
-1,883
236
$4.02M 0.07%
215,599
-903
237
$4.02M 0.07%
106,963
-9,402
238
$4.01M 0.07%
37,638
-10,498
239
$3.99M 0.07%
27,600
+7,393
240
$3.95M 0.07%
142,324
+8,935
241
$3.85M 0.07%
10,994
+760
242
$3.84M 0.07%
69,273
+4,453
243
$3.82M 0.06%
99,376
-179
244
$3.74M 0.06%
16,946
-1,633
245
$3.73M 0.06%
9,612
-873
246
$3.71M 0.06%
14,338
-3,912
247
$3.68M 0.06%
+143,013
248
$3.66M 0.06%
29,883
+6,756
249
$3.63M 0.06%
37,992
-8,453
250
$3.61M 0.06%
112,380
-4,832
8 9
10
11 12