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
$5.6B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$67.8M
3
+$39M
4
PVH icon
PVH
PVH
+$33.7M
5
AN icon
AutoNation
AN
+$15.1M

Top Sells

1
+$66.6M
2
+$37.1M
3
+$36.1M
4
TMHC icon
Taylor Morrison
TMHC
+$34.2M
5
BYD icon
Boyd Gaming
BYD
+$33.3M

Sector Composition

1 Technology 24.17%
2 Financials 17.06%
3 Consumer Discretionary 16.96%
4 Healthcare 13.01%
5 Industrials 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$229K ﹤0.01%
2,781
-119
477
$229K ﹤0.01%
4,460
+3
478
$224K ﹤0.01%
1,424
+80
479
$220K ﹤0.01%
736
-44
480
$220K ﹤0.01%
+1,172
481
$206K ﹤0.01%
+454
482
$204K ﹤0.01%
588
-1,136
483
$203K ﹤0.01%
+2,951
484
$190K ﹤0.01%
11,327
+88
485
– –
-547,518
486
– –
-173,083
487
– –
-46,599
488
– –
-198,255
489
– –
-384,615
490
– –
-933,622
491
– –
-32,867
492
– –
-101,287
493
– –
-15,259
494
– –
-13,348
495
– –
-98,099
496
– –
-38,601
497
– –
-858
498
– –
-6,780
499
– –
-91,828
500
– –
-15,854
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