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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
$7.47B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$73.3M
3
+$72.5M
4
KEYS icon
Keysight
KEYS
+$70.2M
5
EVR icon
Evercore
EVR
+$34.9M

Top Sells

1
+$81.6M
2
+$59.2M
3
+$54.1M
4
STX icon
Seagate
STX
+$50.9M
5
CERN
Cerner Corp
CERN
+$50.7M

Sector Composition

1 Financials 18.53%
2 Technology 16.25%
3 Industrials 14.74%
4 Consumer Discretionary 12.67%
5 Healthcare 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$82K ﹤0.01%
+10,065
527
$80K ﹤0.01%
18,060
528
$77K ﹤0.01%
19,958
+6,137
529
$74K ﹤0.01%
31,533
+10,104
530
$69K ﹤0.01%
39,639
531
$37K ﹤0.01%
+11,759
532
– –
-2,104,466
533
– –
-738,985
534
– –
-14,303
535
– –
-3,955
536
– –
-419,607
537
– –
-3,649
538
– –
-9,781
539
– –
-54,089
540
– –
-31,540
541
– –
-9,647
542
– –
-4,881
543
– –
-228,596
544
– –
-500,084
545
– –
-17,033
546
– –
-9,241
547
– –
-1,317
548
– –
-355,108
549
– –
-4,249
550
– –
-3,071
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