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
$5.6B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$58.1M
2
+$54.9M
3
+$53.6M
4
EA icon
Electronic Arts
EA
+$38.1M
5
NYT icon
New York Times
NYT
+$35.3M

Top Sells

1
+$57.2M
2
+$56.4M
3
+$51.7M
4
HOLX icon
Hologic
HOLX
+$38.7M
5
LAD icon
Lithia Motors
LAD
+$37.1M

Sector Composition

1 Technology 28.47%
2 Financials 15.87%
3 Consumer Discretionary 12.67%
4 Healthcare 12.64%
5 Industrials 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$222K ﹤0.01%
795
-9
502
$222K ﹤0.01%
2,470
+24
503
$216K ﹤0.01%
+493
504
$214K ﹤0.01%
+463
505
$213K ﹤0.01%
734
-82
506
$212K ﹤0.01%
+2,074
507
$209K ﹤0.01%
3,097
-257
508
$209K ﹤0.01%
1,768
+95
509
$116K ﹤0.01%
+10,671
510
– –
-99,959
511
– –
-66,466
512
– –
-52,833
513
– –
-70,951
514
– –
-160,995
515
– –
-116,502
516
– –
-6,567
517
– –
-44,254
518
– –
-320,112
519
– –
-50,018
520
– –
-47,082
521
– –
-17,694
522
– –
-1,106
523
– –
-389,796
524
– –
-20,682
525
– –
-625,928
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