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
$9.52B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$52.8M
3
+$47.7M
4
SYK icon
Stryker
SYK
+$46.1M
5
RCL icon
Royal Caribbean
RCL
+$37.8M

Top Sells

1
+$67M
2
+$58.6M
3
+$56.1M
4
HII icon
Huntington Ingalls Industries
HII
+$50.8M
5
PII icon
Polaris
PII
+$47.7M

Sector Composition

1 Financials 18.1%
2 Industrials 17.8%
3 Consumer Discretionary 15.9%
4 Healthcare 10.7%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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-3,600
527
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-96,400
528
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-1,152,689
529
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-845,355
530
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-14,450
531
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-5,700
532
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-871,975
533
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-11,310
534
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-11,925
535
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-15,675
536
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-45,125
537
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-426,465
538
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-448,258
539
– –
-1,317,162
540
– –
-40,000
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