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
$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 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-248,755
502
– –
-35,514
503
– –
-457,802
504
– –
-1,255
505
– –
-28,018
506
– –
-79,426
507
– –
-301
508
– –
-313,075
509
– –
-34,390
510
– –
-3,574
511
– –
-196,960
512
– –
-256,915
513
– –
-87,154
514
– –
-1,273
515
– –
-16,629
516
– –
-4,474
517
– –
-4,350
518
– –
-294,652
519
– –
-69,221
520
– –
-2,646
521
– –
-2,620
522
– –
-32,904
523
– –
-83,231
524
– –
-203,758
525
– –
-316,886
18 19 20
21
22