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
$5.91B
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 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-1,974
427
– –
-232,691
428
– –
-7,614
429
– –
-461,799
430
– –
-10,097
431
– –
-651,814
432
– –
-366,120
433
– –
-327,035
434
– –
-87,810
14 15 16 17
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