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
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$63.1M
3
+$61.5M
4
INTC icon
Intel
INTC
+$59.5M
5
HPQ icon
HP
HPQ
+$55.8M

Top Sells

1
+$81.6M
2
+$70.7M
3
+$69.2M
4
ALLY icon
Ally Financial
ALLY
+$66M
5
ZBH icon
Zimmer Biomet
ZBH
+$62M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$762K 0.01%
35,674
-27,892
327
$755K 0.01%
2,473
+146
328
$751K 0.01%
10,065
-8,935
329
$742K 0.01%
+109,882
330
$735K 0.01%
5,430
+240
331
$731K 0.01%
3,451
+26
332
$726K 0.01%
41,345
+1,301
333
$715K 0.01%
11,909
-9,724
334
$714K 0.01%
19,979
-17,609
335
$704K 0.01%
4,266
-1,406
336
$698K 0.01%
77,307
-208,616
337
$695K 0.01%
19,737
-17,264
338
$690K 0.01%
20,459
-29,318
339
$655K 0.01%
70,099
-8,619
340
$652K 0.01%
1,830
+4
341
$641K 0.01%
20,800
-16,983
342
$639K 0.01%
13,019
+4,922
343
$635K 0.01%
4,451
-1,420
344
$633K 0.01%
11,693
+626
345
$631K 0.01%
90,808
-55,169
346
$626K 0.01%
50,114
-46,763
347
$625K 0.01%
+43,501
348
$624K 0.01%
2,802
+156
349
$608K 0.01%
46,405
-32,478
350
$591K 0.01%
+1,105
12 13
14
15 16