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
$5.6B
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 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-6,780
502
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503
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-137,323
504
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-867,876
505
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-15,854
506
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-716,915
507
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-222,065
508
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-14,001
509
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-43,013
510
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511
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-13,397
512
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-85,060
513
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-32,959
514
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-38,161
515
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-100,505
516
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-19,809
517
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-23,822
518
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-18,993
519
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-13,291
520
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-172,693
521
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-2,167
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