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
26
$60.7M 1.03%
739,255
+28,235
27
$60.5M 1.02%
476,943
+80,046
28
$44M 0.74%
1,121,186
-87,203
29
$43.6M 0.74%
70,880
+62,608
30
$42.1M 0.71%
1,192,441
-22,480
31
$41.3M 0.7%
1,567,000
-113,417
32
$40.8M 0.69%
402,856
-8,361
33
$39.7M 0.67%
3,745,286
-65,582
34
$39.6M 0.67%
49,725
-8,391
35
$39.4M 0.67%
554,378
-78,369
36
$39.4M 0.67%
193,864
-33,748
37
$39.1M 0.66%
502,222
+84,938
38
$39M 0.66%
303,986
+241,495
39
$38.8M 0.66%
334,476
-31,305
40
$38.5M 0.65%
1,330,502
-449,374
41
$38.4M 0.65%
190,384
-67,288
42
$37.9M 0.64%
669,580
-36,094
43
$37.8M 0.64%
312,003
-4,058
44
$37.7M 0.64%
88,410
-17,374
45
$37.4M 0.63%
368,798
-90,619
46
$37.2M 0.63%
615,359
-5,495
47
$36.7M 0.62%
+490,017
48
$36.1M 0.61%
270,940
-1,223
49
$35.5M 0.6%
431,319
+3,837
50
$35.3M 0.6%
1,274,659
+211,969
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