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
326
$2.3M 0.04%
39,988
+2,058
327
$2.29M 0.04%
136,556
+22,009
328
$2.28M 0.04%
+71,753
329
$2.27M 0.04%
29,990
-6,361
330
$2.26M 0.04%
27,831
-2,439
331
$2.25M 0.04%
22,244
-7,747
332
$2.24M 0.04%
58,886
+10,416
333
$2.23M 0.04%
121,790
-11,059
334
$2.22M 0.04%
39,059
+3,100
335
$2.19M 0.04%
82,339
+16,124
336
$2.19M 0.04%
166,117
+14,374
337
$2.18M 0.04%
32,632
+1,395
338
$2.18M 0.04%
69,682
-6,567
339
$2.17M 0.04%
38,139
+153
340
$2.16M 0.04%
30,440
+6,057
341
$2.16M 0.04%
119,015
+27,514
342
$2.09M 0.04%
88,489
-5,400
343
$2.08M 0.04%
85,710
+5,945
344
$2.07M 0.04%
44,909
-3,921
345
$2.06M 0.04%
43,136
+11,534
346
$2.04M 0.03%
81,517
+5,409
347
$2.04M 0.03%
9,628
+990
348
$2.03M 0.03%
35,005
-3,100
349
$2.03M 0.03%
43,155
+9,329
350
$1.99M 0.03%
21,253
-19,797
12 13
14
15 16