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
$5.91B
AUM Growth
-$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$41.9M
3
+$41.5M
4
MAR icon
Marriott International
MAR
+$37.5M
5
BJ icon
BJs Wholesale Club
BJ
+$36.5M

Top Sells

1
+$47.3M
2
+$45.5M
3
+$45.3M
4
MSFT icon
Microsoft
MSFT
+$43.8M
5
KLAC icon
KLA
KLAC
+$40.9M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Healthcare 15.15%
4 Consumer Discretionary 14.53%
5 Industrials 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$73K ﹤0.01%
+15,142
402
$68K ﹤0.01%
13,767
403
$63K ﹤0.01%
31,203
404
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-206,581
405
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-264,476
406
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-15,175
407
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-217,263
408
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-3,828
409
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-5,004
410
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-310,414
411
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-11,641
412
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-226,698
413
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-1,043,645
414
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-449,336
415
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-1,179,796
416
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-5,145
417
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-128,314
418
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-232,691
419
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-436,113
420
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-105,458
421
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-463,882
422
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-2,320
423
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-7,614
424
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-461,799
425
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-10,097
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