WCM

Wedge Capital Management Portfolio holdings

AUM $5.57B
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$51.1M
3
+$50.3M
4
LOW icon
Lowe's Companies
LOW
+$49.9M
5
BKNG icon
Booking.com
BKNG
+$49M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$45.9M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$147K ﹤0.01%
+2,338
477
$144K ﹤0.01%
11,975
-625
478
$142K ﹤0.01%
32,573
+696
479
$138K ﹤0.01%
10,975
-2,125
480
$138K ﹤0.01%
14,600
481
$125K ﹤0.01%
+12,375
482
$125K ﹤0.01%
+14,525
483
$125K ﹤0.01%
+11,200
484
$104K ﹤0.01%
14,200
-3,275
485
$98K ﹤0.01%
23,800
486
$96K ﹤0.01%
+16,325
487
$87K ﹤0.01%
14,675
+1,150
488
$82K ﹤0.01%
960
489
$81K ﹤0.01%
39,275
+6,800
490
$61K ﹤0.01%
12,025
+1,325
491
– –
-21,125
492
– –
-55,800
493
– –
-506,095
494
– –
-21,300
495
– –
-11,300
496
– –
-358,908
497
– –
-777,769
498
– –
-527,725
499
– –
-284,485
500
– –
-747,783
18 19
20
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