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
$8.08B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$60.6M
3
+$56.5M
4
ANET icon
Arista Networks
ANET
+$56.5M
5
HPQ icon
HP
HPQ
+$56.5M

Top Sells

1
+$66.9M
2
+$60.5M
3
+$59M
4
EVRG icon
Evergy
EVRG
+$42.6M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$35.6M

Sector Composition

1 Technology 24.16%
2 Financials 17.33%
3 Consumer Discretionary 16.12%
4 Industrials 11.45%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-11,595
427
– –
-5,050
428
– –
-2,604
429
– –
-2,047
430
– –
-293
431
– –
-1,616,502
432
– –
-162,710
433
– –
-695,861
434
– –
-509,635
435
– –
-146,996
436
– –
-597,008
437
– –
-3,085
14 15 16 17
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