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
$5.9B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.9M
3
+$59.8M
4
IDCC icon
InterDigital
IDCC
+$52.9M
5
VOYA icon
Voya Financial
VOYA
+$36.1M

Top Sells

1
+$63.6M
2
+$40.1M
3
+$39.2M
4
WFC icon
Wells Fargo
WFC
+$38.2M
5
SNV
Synovus
SNV
+$36.4M

Sector Composition

1 Technology 31.86%
2 Financials 14.99%
3 Consumer Discretionary 12.84%
4 Healthcare 12.25%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$331K 0.01%
1,616
+44
502
$321K 0.01%
2,277
-1,427
503
$318K 0.01%
517
-25
504
$316K 0.01%
1,987
-61
505
$315K 0.01%
947
-17
506
$311K 0.01%
+9,256
507
$309K 0.01%
2,139
+1
508
$303K 0.01%
+260
509
$297K 0.01%
842
+22
510
$292K ﹤0.01%
10,347
511
$283K ﹤0.01%
2,967
-65
512
$270K ﹤0.01%
1,327
+55
513
$262K ﹤0.01%
1,320
-21
514
$259K ﹤0.01%
2,717
+20
515
$254K ﹤0.01%
522
-14
516
$253K ﹤0.01%
8,039
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517
$240K ﹤0.01%
+817
518
$238K ﹤0.01%
968
519
$234K ﹤0.01%
2,469
-1
520
$225K ﹤0.01%
450
-13
521
$224K ﹤0.01%
795
522
$208K ﹤0.01%
1,681
-87
523
$207K ﹤0.01%
734
524
$203K ﹤0.01%
480
-13
525
$133K ﹤0.01%
11,109
+438
19 20
21
22 23