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
301
$2.59M 0.04%
+68,781
302
$2.57M 0.04%
39,922
+10,879
303
$2.56M 0.04%
187,840
+60,528
304
$2.55M 0.04%
35,174
-3,115
305
$2.54M 0.04%
89,598
+14,045
306
$2.54M 0.04%
98,185
+29,322
307
$2.52M 0.04%
255,630
-22,703
308
$2.52M 0.04%
79,042
-6,783
309
$2.49M 0.04%
218,124
+55,856
310
$2.48M 0.04%
115,151
+29,278
311
$2.45M 0.04%
18,513
-1,843
312
$2.43M 0.04%
9,914
-605
313
$2.43M 0.04%
138,092
-11,945
314
$2.42M 0.04%
134,215
-12,031
315
$2.42M 0.04%
147,832
-36,844
316
$2.42M 0.04%
38,065
-1,760
317
$2.39M 0.04%
186,143
+24,348
318
$2.36M 0.04%
41,245
-148
319
$2.36M 0.04%
43,974
-3,431
320
$2.34M 0.04%
+19,956
321
$2.33M 0.04%
37,264
-3,306
322
$2.33M 0.04%
35,657
-3,112
323
$2.33M 0.04%
163,852
-13,793
324
$2.33M 0.04%
36,120
+10,894
325
$2.32M 0.04%
+138,228
11 12
13
14 15