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
$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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-11,310
527
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-11,925
528
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-15,675
529
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-45,125
530
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-448,258
531
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-1,317,162
532
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-40,000
533
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-32,700
534
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-61,700
535
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-36,913
536
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-10,150
537
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-8,500
538
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-6,115
539
– –
-3,375
540
– –
-426,465
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