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
451
$820K 0.01%
36,081
-3,289
452
$815K 0.01%
6,416
-4,021
453
$813K 0.01%
27,096
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454
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61,825
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455
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19,305
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456
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32,137
-7,889
457
$796K 0.01%
17,698
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458
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25,676
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459
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460
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14,055
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461
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4,801
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462
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48,904
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463
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464
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112,946
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465
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470
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471
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10,156
-8,793
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$743K 0.01%
4,390
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473
$733K 0.01%
1,289
474
$730K 0.01%
17,488
-2,016
475
$700K 0.01%
21,687
-18,220
17 18
19
20 21