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
$5.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$58.2M
3
+$54.1M
4
FFIV icon
F5
FFIV
+$54M
5
LMT icon
Lockheed Martin
LMT
+$53.8M

Top Sells

1
+$62.7M
2
+$61.9M
3
+$61.9M
4
ADI icon
Analog Devices
ADI
+$61.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$44.3M

Sector Composition

1 Technology 23.83%
2 Financials 15.85%
3 Consumer Discretionary 15.78%
4 Healthcare 13.75%
5 Industrials 13.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-26,474
502
– –
-103,568
503
– –
-47,223
504
– –
-9,322
505
– –
-19,479
506
– –
-57,632
507
– –
-110,914
508
– –
-517,959
509
– –
-1,789,602
510
– –
-87,347
511
– –
-470,596
512
– –
-629,490
513
– –
-57,871
514
– –
-137,079
515
– –
-30,988
516
– –
-74,580
517
– –
-260,323
518
– –
-28,905
519
– –
-171,826
520
– –
-18,448
521
– –
-9,130
522
– –
-754,950
523
– –
-40,199
17 18 19 20
21