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
$8.4B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$63.1M
3
+$61.5M
4
INTC icon
Intel
INTC
+$59.5M
5
HPQ icon
HP
HPQ
+$55.8M

Top Sells

1
+$81.6M
2
+$70.7M
3
+$69.2M
4
ALLY icon
Ally Financial
ALLY
+$66M
5
ZBH icon
Zimmer Biomet
ZBH
+$62M

Sector Composition

1 Technology 20.89%
2 Financials 19.31%
3 Consumer Discretionary 14.93%
4 Industrials 11.93%
5 Healthcare 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$65K ﹤0.01%
17,543
-6,710
527
$55K ﹤0.01%
11,042
-9,841
528
$51K ﹤0.01%
15,148
-74,017
529
– –
-16,659
530
– –
-5,018
531
– –
-12,513
532
– –
-673,112
533
– –
-2,770
534
– –
-15,189
535
– –
-793,843
536
– –
-281,001
537
– –
-9,602
538
– –
-769,547
539
– –
-28,969
540
– –
-3,038
541
– –
-11,759
542
– –
-17,027
543
– –
-5,020
544
– –
-104,912
545
– –
-7,076
546
– –
-13,984
547
– –
-12,401
548
– –
-85,745
549
– –
-103,476
550
– –
-955,414
20 21
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