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
426
$1.05M 0.02%
24,172
-2,237
427
$1.05M 0.02%
14,176
+361
428
$1.04M 0.02%
84,068
+6,342
429
$1.03M 0.02%
178,607
-75,320
430
$1.02M 0.02%
129,040
+23,279
431
$1.01M 0.02%
33,191
+2,608
432
$1.01M 0.02%
+153,902
433
$1.01M 0.02%
1,715
-1,093
434
$976K 0.02%
22,748
-1,234
435
$974K 0.02%
160,685
-10,131
436
$973K 0.02%
185,644
-29,205
437
$944K 0.02%
236,483
438
$930K 0.02%
64,875
-5,239
439
$927K 0.02%
18,806
-10,693
440
$925K 0.02%
33,371
-11
441
$909K 0.02%
10,058
-278
442
$907K 0.02%
71,456
+4,385
443
$907K 0.02%
2,657
444
$885K 0.02%
43,470
-2,780
445
$878K 0.01%
29,283
+2,173
446
$878K 0.01%
+138,255
447
$868K 0.01%
6,340
-1,490
448
$831K 0.01%
2,635
449
$825K 0.01%
173,297
-50,877
450
$823K 0.01%
13,444
+236
16 17
18
19 20