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
$5.55B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$69.3M
3
+$63.5M
4
LAD icon
Lithia Motors
LAD
+$45.8M
5
FOX icon
Fox Class B
FOX
+$44.8M

Top Sells

1
+$59.9M
2
+$59.9M
3
+$57.7M
4
TXT icon
Textron
TXT
+$57.2M
5
AMAT icon
Applied Materials
AMAT
+$55.3M

Sector Composition

1 Technology 25.24%
2 Financials 16.45%
3 Consumer Discretionary 15.73%
4 Industrials 12.75%
5 Healthcare 12.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$229K ﹤0.01%
1,258
502
$225K ﹤0.01%
816
+29
503
$222K ﹤0.01%
242
+2
504
$212K ﹤0.01%
2,651
505
$210K ﹤0.01%
804
506
$209K ﹤0.01%
4,002
+76
507
$204K ﹤0.01%
+991
508
$32.8K ﹤0.01%
+1,085
509
– –
-179,035
510
– –
-16,819
511
– –
-51,782
512
– –
-35,425
513
– –
-94,179
514
– –
-43,503
515
– –
-257,805
516
– –
-1,231
517
– –
-119,414
518
– –
-58,923
519
– –
-4,617
520
– –
-112,432
521
– –
-434,206
522
– –
-734,080
523
– –
-1,950
524
– –
-1,477,258
525
– –
-200,452
18 19 20
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