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
501
– –
-716,915
502
– –
-222,065
503
– –
-14,001
504
– –
-43,013
505
– –
-16,921
506
– –
-13,397
507
– –
-85,060
508
– –
-32,959
509
– –
-38,161
510
– –
-100,505
511
– –
-19,809
512
– –
-23,822
513
– –
-18,993
514
– –
-13,291
515
– –
-172,693
516
– –
-2,167
517
– –
-78,952
518
– –
-31,991
519
– –
-6,633
520
– –
-137,323
521
– –
-867,876
17 18 19 20
21