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
251
$3.55M 0.06%
117,477
-10,024
252
$3.52M 0.06%
69,393
+2,014
253
$3.52M 0.06%
218,354
-44,627
254
$3.51M 0.06%
55,878
-2,044
255
$3.49M 0.06%
125,530
+11,738
256
$3.45M 0.06%
13,851
-1,162
257
$3.38M 0.06%
30,170
-2,689
258
$3.38M 0.06%
105,371
+30,182
259
$3.33M 0.06%
69,581
-4,319
260
$3.3M 0.06%
15,898
+899
261
$3.29M 0.06%
143,427
-12,262
262
$3.28M 0.06%
376,778
-53,326
263
$3.17M 0.05%
+116,490
264
$3.17M 0.05%
14,457
+72
265
$3.14M 0.05%
50,347
+11,566
266
$3.13M 0.05%
96,689
-16,869
267
$3.1M 0.05%
61,281
-676,716
268
$3.09M 0.05%
16,176
+198
269
$3.08M 0.05%
46,331
-6,423
270
$3.08M 0.05%
64,230
-2,701
271
$3.06M 0.05%
38,587
-3,348
272
$3.04M 0.05%
54,369
+11,522
273
$3.03M 0.05%
39,375
-93,026
274
$3.03M 0.05%
91,144
-37,556
275
$2.94M 0.05%
22,806
-269
9 10
11
12 13