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
501
– –
-3,860
502
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-284,269
503
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-104,198
504
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-13,310
505
– –
-1,440,709
506
– –
-4,554
507
– –
-67,424
508
– –
-288,313
509
– –
-293,004
510
– –
-83,387
511
– –
-449,679
512
– –
-58,661
513
– –
-81,723
514
– –
-17,784
515
– –
-224,913
516
– –
-584,924
517
– –
-757,140
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