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
$5.06B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$68.9M
2
+$67.9M
3
+$38.4M
4
WU icon
Western Union
WU
+$28.7M
5
POST icon
Post Holdings
POST
+$28.4M

Top Sells

1
+$76.7M
2
+$70.8M
3
+$34.2M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$30.1M
5
SJM icon
J.M. Smucker
SJM
+$30.1M

Sector Composition

1 Technology 24.32%
2 Consumer Discretionary 16.51%
3 Financials 15.95%
4 Healthcare 14.53%
5 Industrials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$257K 0.01%
943
-27
477
$253K 0.01%
23,109
-31,711
478
$249K ﹤0.01%
2,238
+28
479
$247K ﹤0.01%
1,761
-26
480
$227K ﹤0.01%
2,900
+333
481
$226K ﹤0.01%
1,301
+9
482
$226K ﹤0.01%
2,020
-50
483
$224K ﹤0.01%
+2,534
484
$222K ﹤0.01%
+1,800
485
$213K ﹤0.01%
780
+109
486
$209K ﹤0.01%
1,344
+7
487
$203K ﹤0.01%
+2,167
488
$201K ﹤0.01%
2,201
+18
489
$169K ﹤0.01%
11,239
+36
490
– –
-301
491
– –
-256,915
492
– –
-87,154
493
– –
-7,405
494
– –
-72,367
495
– –
-37,700
496
– –
-126,282
497
– –
-197,160
498
– –
-728,483
499
– –
-248,755
500
– –
-35,514
18 19
20
21 22