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
$5.64B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$66.7M
2
+$64.8M
3
+$64.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.5M
5
ADI icon
Analog Devices
ADI
+$57.7M

Top Sells

1
+$87.7M
2
+$48.9M
3
+$44.2M
4
ALLY icon
Ally Financial
ALLY
+$42.9M
5
RL icon
Ralph Lauren
RL
+$42.2M

Sector Composition

1 Technology 26.8%
2 Financials 16.14%
3 Consumer Discretionary 15.8%
4 Healthcare 12.56%
5 Industrials 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$230K ﹤0.01%
675
-72
477
$228K ﹤0.01%
984
-143
478
$213K ﹤0.01%
2,764
-421
479
$203K ﹤0.01%
10,634
-914
480
$203K ﹤0.01%
258
-35
481
$201K ﹤0.01%
2,553
-367
482
– –
-860
483
– –
-31,850
484
– –
-21,367
485
– –
-364,565
486
– –
-786
487
– –
-48,528
488
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489
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490
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491
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492
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493
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494
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495
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496
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497
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498
– –
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499
– –
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500
– –
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17 18 19
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