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
$8.67B
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$51.1M
3
+$50.3M
4
LOW icon
Lowe's Companies
LOW
+$49.9M
5
BKNG icon
Booking.com
BKNG
+$49M

Top Sells

1
+$55.1M
2
+$48.8M
3
+$45.9M
4
CVS icon
CVS Health
CVS
+$42.8M
5
GAP
The Gap Inc
GAP
+$42.4M

Sector Composition

1 Industrials 19.27%
2 Financials 18.7%
3 Consumer Discretionary 16.99%
4 Healthcare 9.22%
5 Technology 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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-512,225
527
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-1,007,246
528
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-59,600
529
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-83,800
530
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-30,850
531
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-527,725
532
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-284,485
533
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-516,165
534
– –
-933,074
535
– –
-678,780
536
– –
-21,125
537
– –
-35,300
538
– –
-3,450
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