WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.6B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$46.8M
3
+$45.3M
4
NOC icon
Northrop Grumman
NOC
+$44M
5
PM icon
Philip Morris
PM
+$38M

Top Sells

1
+$47.5M
2
+$47.1M
3
+$46M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$44.2M
5
RCL icon
Royal Caribbean
RCL
+$43.8M

Sector Composition

1 Financials 20.11%
2 Industrials 15.1%
3 Consumer Discretionary 12.44%
4 Technology 11.58%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.01M 0.01%
+84,615
327
$1.01M 0.01%
194,968
328
$1M 0.01%
24,030
329
$996K 0.01%
43,674
+4,647
330
$988K 0.01%
136,470
331
$985K 0.01%
32,273
+7,748
332
$984K 0.01%
89,713
333
$975K 0.01%
209,737
334
$975K 0.01%
76,372
+15,298
335
$975K 0.01%
+33,348
336
$959K 0.01%
8,959
-7,707
337
$957K 0.01%
447,249
338
$950K 0.01%
66,242
+4,464
339
$938K 0.01%
47,248
340
$909K 0.01%
21,440
341
$907K 0.01%
74,277
342
$903K 0.01%
60,148
343
$883K 0.01%
138,113
+69,386
344
$877K 0.01%
58,336
345
$861K 0.01%
25,917
346
$859K 0.01%
152,827
347
$833K 0.01%
70,857
348
$832K 0.01%
36,818
349
$829K 0.01%
32,381
350
$828K 0.01%
24,224
12 13
14
15 16