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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
$5.57B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$58.6M
3
+$57.7M
4
KEYS icon
Keysight
KEYS
+$55.1M
5
GIL icon
Gildan
GIL
+$35.1M

Top Sells

1
+$65.8M
2
+$64.7M
3
+$54.8M
4
EA icon
Electronic Arts
EA
+$38.4M
5
NXT icon
Nextpower Inc
NXT
+$36.2M

Sector Composition

1 Technology 31.28%
2 Financials 15.68%
3 Consumer Discretionary 14.25%
4 Healthcare 12.96%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
501
Amgen
AMGN
$186B
$263K ﹤0.01%
805
+10
T icon
502
AT&T
T
$158B
$260K ﹤0.01%
10,462
+115
PANW icon
503
Palo Alto Networks
PANW
$212B
$252K ﹤0.01%
1,367
+40
HON icon
504
Honeywell
HON
$137B
$245K ﹤0.01%
1,254
-66
COP icon
505
ConocoPhillips
COP
$142B
$241K ﹤0.01%
2,570
+101
CMCSA icon
506
Comcast
CMCSA
$85.2B
$227K ﹤0.01%
7,597
-442
CB icon
507
Chubb
CB
$126B
$218K ﹤0.01%
700
-34
ADP icon
508
Automatic Data Processing
ADP
$92.4B
$215K ﹤0.01%
834
+17
LMT icon
509
Lockheed Martin
LMT
$122B
$211K ﹤0.01%
436
-14
DUK icon
510
Duke Energy
DUK
$96.5B
$211K ﹤0.01%
1,797
+116
F icon
511
Ford
F
$59.6B
$151K ﹤0.01%
11,495
+386
ALIT icon
512
Alight
ALIT
$367M
– –
-550,786
ARMK icon
513
Aramark
ARMK
$14.1B
– –
-99,376
ASC icon
514
Ardmore Shipping
ASC
$672M
– –
-158,094
BIIB icon
515
Biogen
BIIB
$29.4B
– –
-192,872
CLX icon
516
Clorox
CLX
$11.9B
– –
-39,553
CMA
517
DELISTED
Comerica
CMA
– –
-21,179
COHU icon
518
Cohu
COHU
$2.59B
– –
-128,963
CPRX icon
519
Catalyst Pharmaceutical
CPRX
$3.84B
– –
-145,168
CVLT icon
520
Commault Systems
CVLT
$5.02B
– –
-342,740
DTM icon
521
DT Midstream
DTM
$14.3B
– –
-5,706
EA icon
522
Electronic Arts
EA
$50.8B
– –
-190,384
EBAY icon
523
eBay
EBAY
$48.2B
– –
-336,103
EG icon
524
Everest Group
EG
$13.1B
– –
-10,994
ENR icon
525
Energizer
ENR
$1.35B
– –
-57,801
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