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
$5.64B
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 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-1,123
502
– –
-466
503
– –
-83,387
504
– –
-449,679
505
– –
-58,661
506
– –
-314,026
507
– –
-14,879
508
– –
-71,373
509
– –
-224,913
510
– –
-584,924
511
– –
-2,983
512
– –
-1,484
513
– –
-49,445
514
– –
-3,860
515
– –
-284,269
516
– –
-757,140
517
– –
-104,198
17 18 19 20
21